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
51
$7.18M 0.27%
135,973
+5,243
52
$7.17M 0.27%
22,242
-1,536
53
$6.97M 0.26%
7,867
-3,630
54
$6.9M 0.26%
39,509
-1,284
55
$6.39M 0.24%
33,682
-4,056
56
$6.18M 0.23%
22,566
-2,959
57
$6.16M 0.23%
16,052
-834
58
$6.15M 0.23%
76,211
-4,050
59
$5.74M 0.22%
939,580
+260
60
$5.73M 0.22%
428,280
+63,271
61
$5.7M 0.21%
7,362
+6,449
62
$5.68M 0.21%
52,719
-1,128
63
$5.54M 0.21%
705,007
-18,978
64
$5.41M 0.2%
71,986
+1,284
65
$5.35M 0.2%
46,964
+31,794
66
$5.35M 0.2%
116,647
-1,981
67
$5.2M 0.2%
454,858
+41
68
$4.81M 0.18%
18,256
-19,448
69
$4.8M 0.18%
212,373
+71,697
70
$4.78M 0.18%
13,533
-5,424
71
$4.64M 0.17%
74,519
+4,535
72
$4.63M 0.17%
10,938
-17
73
$4.58M 0.17%
26,451
-2,555
74
$4.58M 0.17%
22,795
-1,454
75
$4.52M 0.17%
47,203
-1,545
1 2
3
4 5