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
101
$2.91M 0.11%
16,655
+40
102
$2.9M 0.11%
+43,965
103
$2.82M 0.11%
24,091
-21
104
$2.79M 0.11%
23,802
+661
105
$2.77M 0.1%
66,279
-90,197
106
$2.75M 0.1%
13,922
+197
107
$2.71M 0.1%
16,518
-11,747
108
$2.71M 0.1%
20,469
+565
109
$2.68M 0.1%
22,436
+852
110
$2.64M 0.1%
49,625
-18,054
111
$2.61M 0.1%
12,622
-614
112
$2.6M 0.1%
54,382
+2,545
113
$2.48M 0.09%
34,481
-1,628
114
$2.44M 0.09%
14,562
-4,934
115
$2.44M 0.09%
2,723
-236
116
$2.39M 0.09%
24,863
-3,213
117
$2.37M 0.09%
4,796
-1,721
118
$2.33M 0.09%
9,463
-1,456
119
$2.33M 0.09%
7,637
-654
120
$2.3M 0.09%
40,797
-1,753
121
$2.28M 0.09%
27,150
+10,132
122
$2.27M 0.09%
35,106
-66,322
123
$2.27M 0.09%
9,343
-1,909
124
$2.27M 0.09%
50,375
-1,047
125
$2.26M 0.09%
11,275
-818
3 4
5
6 7