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
551
$140K 0.01%
17,030
+2,140
552
$136K 0.01%
7,333
553
$134K 0.01%
33,641
+125
554
$131K ﹤0.01%
+11,311
555
$130K ﹤0.01%
23,020
556
$124K ﹤0.01%
12,424
+985
557
$124K ﹤0.01%
24,289
-1,000
558
$120K ﹤0.01%
11,746
+565
559
$116K ﹤0.01%
18,392
560
$113K ﹤0.01%
14,805
+302
561
$105K ﹤0.01%
21,422
+65
562
$89.4K ﹤0.01%
+13,562
563
$72K ﹤0.01%
+10,022
564
$71.3K ﹤0.01%
41,212
565
$68.2K ﹤0.01%
+25,365
566
$57.5K ﹤0.01%
11,265
-39
567
$55.7K ﹤0.01%
+1,577
568
$53.6K ﹤0.01%
11,366
-7,070
569
$48.4K ﹤0.01%
49,261
-975
570
$48.4K ﹤0.01%
61,766
571
$46.8K ﹤0.01%
14,998
-188
572
$44.7K ﹤0.01%
30,000
573
$43.2K ﹤0.01%
10,345
+68
574
$31.5K ﹤0.01%
17,894
575
$19.8K ﹤0.01%
+723
21 22
23
24 25