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
576
$203K 0.01%
10,896
-56
577
$203K 0.01%
+362
578
$202K 0.01%
+5,395
579
$202K 0.01%
+6,489
580
$202K 0.01%
1,876
-33
581
$201K 0.01%
+3,768
582
$201K 0.01%
+3,890
583
$201K 0.01%
+3,077
584
$201K 0.01%
+2,208
585
$200K 0.01%
+3,424
586
$200K 0.01%
+1,878
587
$189K 0.01%
123,532
588
$173K 0.01%
12,406
589
$168K 0.01%
12,070
+1
590
$167K 0.01%
+13,246
591
$162K 0.01%
7,333
-1,000
592
$156K 0.01%
13,559
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593
$152K 0.01%
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594
$147K 0.01%
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595
$145K 0.01%
31,855
-49
596
$143K 0.01%
49,264
+3
597
$142K 0.01%
16,234
+4,007
598
$130K ﹤0.01%
+37,847
599
$127K ﹤0.01%
+35,061
600
$127K ﹤0.01%
21,336
-239
22 23
24
25 26