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
526
$209K 0.01%
+1,289
527
$209K 0.01%
+925
528
$209K 0.01%
+5,189
529
$208K 0.01%
7,410
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530
$208K 0.01%
4,117
-441
531
$207K 0.01%
1,169
-135
532
$207K 0.01%
17,921
-2,587
533
$207K 0.01%
7,017
-1,466
534
$207K 0.01%
4,591
-1,011
535
$207K 0.01%
9,869
-663
536
$205K 0.01%
+1,842
537
$205K 0.01%
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538
$205K 0.01%
+3,551
539
$204K 0.01%
4,516
-173,950
540
$204K 0.01%
1,017
-2,476
541
$204K 0.01%
12,686
+1,094
542
$203K 0.01%
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543
$203K 0.01%
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544
$201K 0.01%
1,994
-1,908
545
$200K 0.01%
20,527
-1,982
546
$197K 0.01%
18,692
-8,164
547
$192K 0.01%
13,046
+75
548
$155K 0.01%
13,821
-1,473
549
$153K 0.01%
99,383
550
$147K 0.01%
15,610
20 21
22
23 24