BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$36M
3
+$10.5M
4
DLR icon
Digital Realty Trust
DLR
+$9.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.98M

Top Sells

1
+$9.49M
2
+$6.28M
3
+$5.52M
4
RSG icon
Republic Services
RSG
+$5.29M
5
ABNB icon
Airbnb
ABNB
+$5.02M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 22.89%
3 Communication Services 5.02%
4 Financials 2.98%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$255K 0.01%
+1,773
502
$253K 0.01%
19,207
+303
503
$253K 0.01%
4,385
+44
504
$252K 0.01%
8,723
-910
505
$252K 0.01%
+1,514
506
$252K 0.01%
5,982
-487
507
$252K 0.01%
+4,364
508
$251K 0.01%
6,807
+704
509
$251K 0.01%
22,272
+6,484
510
$250K 0.01%
3,187
+390
511
$249K 0.01%
6,522
-18
512
$247K 0.01%
907
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513
$246K 0.01%
786
-1
514
$246K 0.01%
+8,609
515
$244K 0.01%
4,239
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516
$244K 0.01%
784
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517
$244K 0.01%
2,456
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518
$242K 0.01%
22,033
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519
$241K 0.01%
1,829
+13
520
$241K 0.01%
3,370
+25
521
$241K 0.01%
+973
522
$240K 0.01%
949
+80
523
$240K 0.01%
2,780
+7
524
$238K 0.01%
+3,454
525
$237K 0.01%
+927
19 20
21
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