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
$4.17B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$14.8M
3 +$12.5M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.5M
5
TSLA icon
Tesla
TSLA
+$10.1M

Top Sells

1 +$9.35M
2 +$7.2M
3 +$5.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.82M
5
TMUS icon
T-Mobile US
TMUS
+$1.15M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.61%
3 Financials 5.41%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EIX icon
226
Edison International
EIX
$22.1B
$1.97M 0.05%
35,640
+10,270
GILD icon
227
Gilead Sciences
GILD
$152B
$1.96M 0.05%
17,634
+376
DKNG icon
228
DraftKings
DKNG
$17.5B
$1.94M 0.05%
51,803
+15,096
ULTA icon
229
Ulta Beauty
ULTA
$23.9B
$1.93M 0.05%
3,524
+18
AMLP icon
230
Alerian MLP ETF
AMLP
$10.7B
$1.91M 0.05%
40,774
-1,824
ZS icon
231
Zscaler
ZS
$38.7B
$1.91M 0.05%
6,385
+3,339
PFF icon
232
iShares Preferred and Income Securities ETF
PFF
$14.2B
$1.89M 0.05%
59,732
+7,544
VZ icon
233
Verizon
VZ
$174B
$1.88M 0.05%
42,758
+1,400
RSP icon
234
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$1.87M 0.04%
9,865
-51
BLK icon
235
Blackrock
BLK
$167B
$1.86M 0.04%
1,595
-104
AEP icon
236
American Electric Power
AEP
$62.8B
$1.85M 0.04%
16,473
+6,460
VRTX icon
237
Vertex Pharmaceuticals
VRTX
$116B
$1.84M 0.04%
4,693
+134
T icon
238
AT&T
T
$180B
$1.84M 0.04%
65,066
+4,156
AFL icon
239
Aflac
AFL
$57.3B
$1.8M 0.04%
16,157
+1,488
MMM icon
240
3M
MMM
$89.9B
$1.8M 0.04%
11,580
+344
WDC icon
241
Western Digital
WDC
$55.2B
$1.79M 0.04%
14,925
+2,669
SYK icon
242
Stryker
SYK
$139B
$1.78M 0.04%
4,809
-31
ALL icon
243
Allstate
ALL
$54B
$1.77M 0.04%
8,246
+316
ADT icon
244
ADT
ADT
$6.65B
$1.77M 0.04%
202,940
+146,408
VIS icon
245
Vanguard Industrials ETF
VIS
$6.37B
$1.77M 0.04%
5,960
+14
CBRE icon
246
CBRE Group
CBRE
$48.1B
$1.76M 0.04%
11,149
-1,135
CNC icon
247
Centene
CNC
$19.1B
$1.75M 0.04%
49,174
+28,994
TRV icon
248
Travelers Companies
TRV
$63.1B
$1.75M 0.04%
6,269
+1,533
NTNX icon
249
Nutanix
NTNX
$12.7B
$1.75M 0.04%
23,511
+10,329
HUBS icon
250
HubSpot
HUBS
$19.8B
$1.74M 0.04%
3,716
+1,022