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
ESRT icon
726
Empire State Realty Trust
ESRT
$1.17B
$297K 0.01%
+36,691
MFC icon
727
Manulife Financial
MFC
$59.3B
$296K 0.01%
9,258
+8
DFAW icon
728
Dimensional World Equity ETF
DFAW
$966M
$296K 0.01%
4,407
+1,112
WAFD icon
729
WaFd
WAFD
$2.46B
$295K 0.01%
10,087
+332
SPYG icon
730
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.7B
$295K 0.01%
+3,093
EEFT icon
731
Euronet Worldwide
EEFT
$3.1B
$293K 0.01%
+2,894
NTAP icon
732
NetApp
NTAP
$23B
$293K 0.01%
+2,746
GPC icon
733
Genuine Parts
GPC
$18.1B
$292K 0.01%
2,405
-46
OVV icon
734
Ovintiv
OVV
$10.7B
$291K 0.01%
+7,652
EQWL icon
735
Invesco S&P 100 Equal Weight ETF
EQWL
$1.91B
$289K 0.01%
+2,629
NNN icon
736
NNN REIT
NNN
$7.72B
$289K 0.01%
+6,691
CBOE icon
737
Cboe Global Markets
CBOE
$26.7B
$288K 0.01%
1,235
+116
HBAN icon
738
Huntington Bancshares
HBAN
$26.9B
$288K 0.01%
17,161
+5,069
DON icon
739
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$287K 0.01%
5,735
+1,182
PFG icon
740
Principal Financial Group
PFG
$18.9B
$287K 0.01%
3,618
+189
NXPI icon
741
NXP Semiconductors
NXPI
$56.8B
$287K 0.01%
1,312
+168
IR icon
742
Ingersoll Rand
IR
$31.6B
$286K 0.01%
3,444
+524
APLS icon
743
Apellis Pharmaceuticals
APLS
$2.79B
$286K 0.01%
+16,539
HFWA icon
744
Heritage Financial
HFWA
$821M
$286K 0.01%
12,002
+138
AVUV icon
745
Avantis US Small Cap Value ETF
AVUV
$19.8B
$286K 0.01%
3,137
-374
L icon
746
Loews
L
$21.6B
$286K 0.01%
3,115
+831
CHKP icon
747
Check Point Software Technologies
CHKP
$20.9B
$284K 0.01%
1,285
+19
STLD icon
748
Steel Dynamics
STLD
$24.6B
$284K 0.01%
+2,219
MCHP icon
749
Microchip Technology
MCHP
$35B
$283K 0.01%
+4,028
GRAL
750
GRAIL Inc
GRAL
$4.1B
$283K 0.01%
+5,507