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
TXT icon
401
Textron
TXT
$14.7B
$995K 0.02%
11,780
+2,944
TWLO icon
402
Twilio
TWLO
$19B
$993K 0.02%
9,919
+43
TFX icon
403
Teleflex
TFX
$5.25B
$992K 0.02%
+8,111
SNDK
404
Sandisk
SNDK
$31.2B
$989K 0.02%
8,815
+1,068
SIXH icon
405
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$495M
$984K 0.02%
25,448
HAS icon
406
Hasbro
HAS
$11.5B
$976K 0.02%
12,872
+3,511
PYPL icon
407
PayPal
PYPL
$57.8B
$975K 0.02%
14,540
+1,164
CRH icon
408
CRH
CRH
$81B
$960K 0.02%
8,009
+3,399
IVZ icon
409
Invesco
IVZ
$11.2B
$959K 0.02%
41,802
+7,959
APP icon
410
Applovin
APP
$232B
$958K 0.02%
1,334
-194
VLO icon
411
Valero Energy
VLO
$53.4B
$957K 0.02%
5,622
+276
AMP icon
412
Ameriprise Financial
AMP
$44B
$956K 0.02%
1,945
+135
DHI icon
413
D.R. Horton
DHI
$46.9B
$951K 0.02%
5,614
+2,558
MGM icon
414
MGM Resorts International
MGM
$9.68B
$939K 0.02%
27,102
+20,472
CFG icon
415
Citizens Financial Group
CFG
$24B
$939K 0.02%
17,663
+3,771
CW icon
416
Curtiss-Wright
CW
$20.3B
$929K 0.02%
1,712
+600
ICLR icon
417
Icon
ICLR
$14.2B
$919K 0.02%
5,250
-34
IBIT icon
418
iShares Bitcoin Trust
IBIT
$71.9B
$916K 0.02%
14,099
+2,578
NDAQ icon
419
Nasdaq
NDAQ
$51.5B
$914K 0.02%
10,331
+6,137
MNST icon
420
Monster Beverage
MNST
$71.5B
$913K 0.02%
13,558
-8,503
APD icon
421
Air Products & Chemicals
APD
$58.2B
$912K 0.02%
3,346
+83
BIIB icon
422
Biogen
BIIB
$26.7B
$912K 0.02%
6,514
+1,412
ETR icon
423
Entergy
ETR
$42.2B
$910K 0.02%
9,765
+582
AKAM icon
424
Akamai
AKAM
$12.4B
$906K 0.02%
11,961
+6,408
XRAY icon
425
Dentsply Sirona
XRAY
$2.25B
$904K 0.02%
71,260
+9,623