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
76
$4.32M 0.16%
29,312
+4,640
77
$4.25M 0.16%
69,551
-1,791
78
$4.2M 0.16%
24,361
-439
79
$4.2M 0.16%
141,342
+401
80
$4.13M 0.16%
18,688
+922
81
$4.09M 0.15%
7,901
-225
82
$3.94M 0.15%
14,552
-4,951
83
$3.85M 0.14%
19,511
-210
84
$3.78M 0.14%
13,752
-1,105
85
$3.74M 0.14%
32,565
-39,980
86
$3.66M 0.14%
41,431
-181,613
87
$3.64M 0.14%
51,330
-52,230
88
$3.61M 0.14%
17,465
-454
89
$3.56M 0.13%
17,957
-566
90
$3.51M 0.13%
45,012
+5,636
91
$3.51M 0.13%
94,441
+1,985
92
$3.36M 0.13%
29,568
-2,174
93
$3.32M 0.12%
83,729
-6,126
94
$3.32M 0.12%
21,809
-293
95
$3.26M 0.12%
139,021
-33,164
96
$3.02M 0.11%
11,448
-12,865
97
$3.02M 0.11%
52,556
+1,960
98
$2.95M 0.11%
11,018
-151
99
$2.92M 0.11%
10,293
+129
100
$2.92M 0.11%
+8,441
2 3
4
5 6