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
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1 +$8.75M
2 +$7.11M
3 +$6.18M
4
RDDT icon
Reddit
RDDT
+$4.43M
5
MAR icon
Marriott International
MAR
+$4.08M

Top Sells

1 +$29.8M
2 +$13.5M
3 +$6.62M
4
ALK icon
Alaska Air
ALK
+$3.62M
5
MDT icon
Medtronic
MDT
+$2.97M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.55%
3 Financials 5.02%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TEAM icon
351
Atlassian
TEAM
$41.9B
$891K 0.02%
4,387
+3,418
NRG icon
352
NRG Energy
NRG
$31.2B
$889K 0.02%
5,537
-141
CCK icon
353
Crown Holdings
CCK
$11.3B
$886K 0.02%
+8,608
SEE icon
354
Sealed Air
SEE
$6.14B
$886K 0.02%
28,551
+626
GL icon
355
Globe Life
GL
$10.5B
$883K 0.02%
+7,100
ORI icon
356
Old Republic International
ORI
$10.6B
$880K 0.02%
+22,894
DDOG icon
357
Datadog
DDOG
$53.1B
$879K 0.02%
+6,544
RGLD icon
358
Royal Gold
RGLD
$17B
$878K 0.02%
+4,938
EG icon
359
Everest Group
EG
$13B
$875K 0.02%
+2,573
HOOD icon
360
Robinhood
HOOD
$119B
$869K 0.02%
9,276
+3,425
MKTX icon
361
MarketAxess Holdings
MKTX
$6.22B
$866K 0.02%
+3,878
JBHT icon
362
JB Hunt Transport Services
JBHT
$17.9B
$863K 0.02%
+6,012
SCHM icon
363
Schwab US Mid-Cap ETF
SCHM
$12.3B
$861K 0.02%
30,694
+7,853
RHI icon
364
Robert Half
RHI
$2.71B
$858K 0.02%
+20,895
ICE icon
365
Intercontinental Exchange
ICE
$90B
$853K 0.02%
4,647
+873
KDP icon
366
Keurig Dr Pepper
KDP
$39B
$851K 0.02%
+25,755
AXON icon
367
Axon Enterprise
AXON
$43.5B
$849K 0.02%
1,025
+212
DOV icon
368
Dover
DOV
$26.2B
$848K 0.02%
4,630
+1,626
CDNS icon
369
Cadence Design Systems
CDNS
$91.9B
$845K 0.02%
2,741
+1,738
AGG icon
370
iShares Core US Aggregate Bond ETF
AGG
$134B
$840K 0.02%
8,463
+3,095
SUB icon
371
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$833K 0.02%
7,833
-488
KMB icon
372
Kimberly-Clark
KMB
$34.2B
$832K 0.02%
6,453
+349
FBTC icon
373
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$828K 0.02%
8,813
+2,419
ORLY icon
374
O'Reilly Automotive
ORLY
$83.5B
$828K 0.02%
9,188
+8
WELL icon
375
Welltower
WELL
$140B
$825K 0.02%
5,365
+1,142