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
SPG icon
651
Simon Property Group
SPG
$59.8B
$361K 0.01%
2,246
+431
WAB icon
652
Wabtec
WAB
$36.6B
$360K 0.01%
1,722
+541
EFAV icon
653
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$360K 0.01%
4,279
+388
SPEM icon
654
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$360K 0.01%
8,416
+811
PSTG icon
655
Pure Storage
PSTG
$23.7B
$359K 0.01%
+6,235
F icon
656
Ford
F
$52.4B
$357K 0.01%
32,945
+8,234
PNR icon
657
Pentair
PNR
$17.2B
$355K 0.01%
+3,458
ED icon
658
Consolidated Edison
ED
$34.7B
$352K 0.01%
3,511
+566
SNDK
659
Sandisk
SNDK
$31.2B
$351K 0.01%
+7,747
IDXX icon
660
Idexx Laboratories
IDXX
$57.3B
$351K 0.01%
+654
NBIX icon
661
Neurocrine Biosciences
NBIX
$15.3B
$351K 0.01%
+2,790
VMBS icon
662
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$349K 0.01%
7,523
+33
INVH icon
663
Invitation Homes
INVH
$16.8B
$348K 0.01%
+10,609
SBAC icon
664
SBA Communications
SBAC
$20.2B
$347K 0.01%
+1,478
ABM icon
665
ABM Industries
ABM
$2.71B
$347K 0.01%
7,344
+371
PCG icon
666
PG&E
PCG
$33.7B
$346K 0.01%
24,849
+12,160
DLB icon
667
Dolby
DLB
$6.31B
$345K 0.01%
+4,639
GDX icon
668
VanEck Gold Miners ETF
GDX
$23.9B
$344K 0.01%
6,600
+2,102
STT icon
669
State Street
STT
$34B
$343K 0.01%
3,222
+146
STE icon
670
Steris
STE
$25.6B
$340K 0.01%
+1,414
HDV icon
671
iShares Core High Dividend ETF
HDV
$11.7B
$338K 0.01%
2,889
-160
ALNY icon
672
Alnylam Pharmaceuticals
ALNY
$61.4B
$336K 0.01%
1,032
-177
SCHZ icon
673
Schwab US Aggregate Bond ETF
SCHZ
$9.34B
$336K 0.01%
14,478
+309
MKSI icon
674
MKS Inc
MKSI
$11B
$336K 0.01%
+3,380
FBND icon
675
Fidelity Total Bond ETF
FBND
$22.8B
$336K 0.01%
+7,340