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
126
$2.26M 0.09%
18,471
+207
127
$2.24M 0.08%
26,442
-3,777
128
$2.22M 0.08%
3,804
-152
129
$2.16M 0.08%
8,669
-91
130
$2.15M 0.08%
8,827
-2,648
131
$2.15M 0.08%
47,376
-4,124
132
$2.12M 0.08%
3,421
-876
133
$2.08M 0.08%
8,778
-3,024
134
$2M 0.08%
9,903
-2,328
135
$1.95M 0.07%
55,164
+1,656
136
$1.95M 0.07%
52,347
137
$1.91M 0.07%
4,890
-1,645
138
$1.88M 0.07%
19,293
-6,813
139
$1.88M 0.07%
25,859
+13,923
140
$1.86M 0.07%
+251,534
141
$1.84M 0.07%
16,818
+1,482
142
$1.81M 0.07%
9,587
+1,567
143
$1.81M 0.07%
15,176
+606
144
$1.79M 0.07%
3,848
-452
145
$1.77M 0.07%
+8,551
146
$1.77M 0.07%
37,501
-7,430
147
$1.76M 0.07%
62,481
-47,241
148
$1.76M 0.07%
7,793
-8,161
149
$1.75M 0.07%
13,659
+17
150
$1.74M 0.07%
3,352
-643
4 5
6
7 8