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
ARKK icon
776
ARK Innovation ETF
ARKK
$8.06B
$263K 0.01%
+3,743
TXG icon
777
10x Genomics
TXG
$2.29B
$263K 0.01%
+22,687
PSN icon
778
Parsons
PSN
$8.99B
$262K 0.01%
+3,653
WY icon
779
Weyerhaeuser
WY
$15.4B
$261K 0.01%
10,178
+409
MCO icon
780
Moody's
MCO
$87.3B
$260K 0.01%
+519
TDIV icon
781
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.79B
$258K 0.01%
+2,865
BEN icon
782
Franklin Resources
BEN
$12.1B
$257K 0.01%
+10,779
FE icon
783
FirstEnergy
FE
$26.1B
$257K 0.01%
6,377
+61
IGIB icon
784
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$255K 0.01%
+4,794
ZION icon
785
Zions Bancorporation
ZION
$8.22B
$252K 0.01%
+4,849
GOGO icon
786
Gogo Inc
GOGO
$942M
$252K 0.01%
17,133
+133
DISV icon
787
Dimensional International Small Cap Value ETF
DISV
$3.87B
$251K 0.01%
+7,625
ARCC icon
788
Ares Capital
ARCC
$15B
$250K 0.01%
11,372
-29
XLY icon
789
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$248K 0.01%
1,142
-456
CENTA icon
790
Central Garden & Pet Co Class A
CENTA
$1.89B
$247K 0.01%
7,895
+1,008
IPG
791
DELISTED
Interpublic Group of Companies
IPG
$246K 0.01%
10,031
+289
SNY icon
792
Sanofi
SNY
$119B
$245K 0.01%
5,079
+191
IGOV icon
793
iShares International Treasury Bond ETF
IGOV
$1.04B
$245K 0.01%
5,679
ESLT icon
794
Elbit Systems
ESLT
$22.3B
$245K 0.01%
545
+8
DV icon
795
DoubleVerify
DV
$1.74B
$244K 0.01%
+16,331
HIG icon
796
Hartford Financial Services
HIG
$36.7B
$244K 0.01%
+1,927
WEC icon
797
WEC Energy
WEC
$34.6B
$244K 0.01%
2,339
+149
ESGE icon
798
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$244K 0.01%
+6,221
EXC icon
799
Exelon
EXC
$44.2B
$243K 0.01%
5,607
+697
TNL icon
800
Travel + Leisure Co
TNL
$4.39B
$242K 0.01%
+4,690