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
$2.66B
AUM Growth
-$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.99M
3
+$4.25M
4
ABT icon
Abbott
ABT
+$3.62M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.97M

Top Sells

1
+$114M
2
+$68.4M
3
+$36.4M
4
PFE icon
Pfizer
PFE
+$30.5M
5
NKE icon
Nike
NKE
+$16.1M

Sector Composition

1 Consumer Discretionary 28.21%
2 Technology 20.01%
3 Communication Services 4.4%
4 Financials 4.08%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$229K 0.01%
3,842
-1,422
502
$229K 0.01%
843
-33
503
$228K 0.01%
5,445
-1,040
504
$228K 0.01%
+11,983
505
$226K 0.01%
218
-68
506
$226K 0.01%
+10,285
507
$225K 0.01%
3,828
-495
508
$224K 0.01%
253
-14
509
$222K 0.01%
+1,361
510
$221K 0.01%
3,452
+72
511
$220K 0.01%
4,787
-1,113
512
$217K 0.01%
+4,528
513
$217K 0.01%
+1,738
514
$216K 0.01%
+2,413
515
$216K 0.01%
+1,436
516
$216K 0.01%
+2,244
517
$215K 0.01%
+893
518
$215K 0.01%
596
-659
519
$214K 0.01%
6,816
+8
520
$213K 0.01%
7,318
-9,534
521
$212K 0.01%
2,964
-2,515
522
$211K 0.01%
+6,900
523
$211K 0.01%
11,973
-97
524
$211K 0.01%
+2,146
525
$210K 0.01%
814
-136
19 20
21
22 23