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
HOOD icon
251
Robinhood
HOOD
$123B
$1.73M 0.04%
12,073
+2,797
VOTE icon
252
TCW Transform 500 ETF
VOTE
$941M
$1.7M 0.04%
21,693
+41
AMT icon
253
American Tower
AMT
$83.7B
$1.7M 0.04%
8,821
+91
PSX icon
254
Phillips 66
PSX
$56.2B
$1.69M 0.04%
12,396
+6,555
PRCH icon
255
Porch Group
PRCH
$1.01B
$1.69M 0.04%
100,431
+657
DVY icon
256
iShares Select Dividend ETF
DVY
$20.7B
$1.68M 0.04%
11,825
+407
HCA icon
257
HCA Healthcare
HCA
$111B
$1.68M 0.04%
3,934
+298
MANH icon
258
Manhattan Associates
MANH
$10.8B
$1.67M 0.04%
8,168
+2,087
WMB icon
259
Williams Companies
WMB
$77.7B
$1.67M 0.04%
26,374
+3,529
JBHT icon
260
JB Hunt Transport Services
JBHT
$17.9B
$1.66M 0.04%
12,356
+6,344
BRO icon
261
Brown & Brown
BRO
$27.2B
$1.65M 0.04%
17,564
+8,592
BWA icon
262
BorgWarner
BWA
$9.28B
$1.64M 0.04%
37,325
+21,843
REGN icon
263
Regeneron Pharmaceuticals
REGN
$76B
$1.63M 0.04%
2,906
+2,335
LASR icon
264
nLIGHT
LASR
$1.85B
$1.63M 0.04%
55,003
-14,338
ITW icon
265
Illinois Tool Works
ITW
$72.3B
$1.62M 0.04%
6,219
+634
ECL icon
266
Ecolab
ECL
$74.9B
$1.61M 0.04%
5,890
+270
BDX icon
267
Becton Dickinson
BDX
$55.3B
$1.6M 0.04%
8,544
+1,807
VFH icon
268
Vanguard Financials ETF
VFH
$13.2B
$1.59M 0.04%
12,145
+112
MSCI icon
269
MSCI
MSCI
$40.6B
$1.58M 0.04%
2,786
+394
SCHA icon
270
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$1.58M 0.04%
56,555
-318
TDG icon
271
TransDigm Group
TDG
$76.6B
$1.57M 0.04%
1,191
+62
NTES icon
272
NetEase
NTES
$88.6B
$1.56M 0.04%
10,258
BMY icon
273
Bristol-Myers Squibb
BMY
$106B
$1.55M 0.04%
34,473
+9,645
WM icon
274
Waste Management
WM
$86.3B
$1.55M 0.04%
7,026
+360
EMR icon
275
Emerson Electric
EMR
$76.8B
$1.54M 0.04%
11,720
+72
9 10
11
12 13