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
151
$1.73M 0.07%
51,201
+1
152
$1.73M 0.06%
6,207
+156
153
$1.71M 0.06%
6,057
+425
154
$1.71M 0.06%
27,091
-2,243
155
$1.66M 0.06%
42,510
+310
156
$1.66M 0.06%
13,686
-1,155
157
$1.65M 0.06%
20,592
-9,876
158
$1.63M 0.06%
28,766
+9,447
159
$1.58M 0.06%
12,014
-940
160
$1.57M 0.06%
9,038
+1,316
161
$1.57M 0.06%
3,033
-80
162
$1.53M 0.06%
5,883
+454
163
$1.52M 0.06%
1,068
+38
164
$1.52M 0.06%
13,753
-1,124
165
$1.51M 0.06%
5,386
-1,607
166
$1.5M 0.06%
3,871
-255
167
$1.48M 0.06%
41,325
+6,643
168
$1.47M 0.06%
13,984
-1,006
169
$1.47M 0.06%
2,966
-10
170
$1.45M 0.05%
2,941
-6,217
171
$1.44M 0.05%
5,218
-2,808
172
$1.44M 0.05%
10,688
-742
173
$1.44M 0.05%
8,005
+380
174
$1.43M 0.05%
3,955
-41
175
$1.42M 0.05%
21,130
+3
5 6
7
8 9