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
MIND icon
876
MIND Technology
MIND
$82M
$156K ﹤0.01%
18,448
+1,130
RXRX icon
877
Recursion Pharmaceuticals
RXRX
$2.54B
$148K ﹤0.01%
29,309
+8,156
HAYW icon
878
Hayward Holdings
HAYW
$3.51B
$146K ﹤0.01%
+10,611
AGNC icon
879
AGNC Investment
AGNC
$11.2B
$145K ﹤0.01%
15,800
+1,064
LZ icon
880
LegalZoom.com
LZ
$1.69B
$133K ﹤0.01%
14,977
-9,814
RIOT icon
881
Riot Platforms
RIOT
$5.83B
$128K ﹤0.01%
11,342
-524
MQ icon
882
Marqeta
MQ
$2.07B
$123K ﹤0.01%
21,170
-54
DERM icon
883
Journey Medical
DERM
$213M
$121K ﹤0.01%
16,820
-6,200
ESBA icon
884
Empire State Realty Series ES
ESBA
$1.91B
$121K ﹤0.01%
15,311
NUVB icon
885
Nuvation Bio
NUVB
$2.85B
$120K ﹤0.01%
+61,661
SAN icon
886
Banco Santander
SAN
$163B
$112K ﹤0.01%
13,495
+2,325
MFG icon
887
Mizuho Financial
MFG
$90.3B
$98K ﹤0.01%
17,629
+6,665
IMNM icon
888
Immunome
IMNM
$1.85B
$97.6K ﹤0.01%
+10,491
VLY icon
889
Valley National Bancorp
VLY
$6.42B
$94.6K ﹤0.01%
+10,594
OMER icon
890
Omeros
OMER
$778M
$92.3K ﹤0.01%
30,777
+63
CFFN icon
891
Capitol Federal Financial
CFFN
$870M
$90.7K ﹤0.01%
+14,868
VSTS icon
892
Vestis
VSTS
$868M
$88.8K ﹤0.01%
+15,506
NRDY icon
893
Nerdy
NRDY
$166M
$80.3K ﹤0.01%
49,281
-1,997
LYG icon
894
Lloyds Banking Group
LYG
$76B
$79.8K ﹤0.01%
18,778
+2,613
BLND icon
895
Blend Labs
BLND
$849M
$78.5K ﹤0.01%
+23,803
RC
896
Ready Capital
RC
$425M
$78.3K ﹤0.01%
17,923
+1,903
OPEN icon
897
Opendoor
OPEN
$7.26B
$77.3K ﹤0.01%
149,824
+15
SMRT icon
898
SmartRent
SMRT
$356M
$75.7K ﹤0.01%
76,491
+3,749
ALDX icon
899
Aldeyra Therapeutics
ALDX
$293M
$68.6K ﹤0.01%
+17,899
PLTK icon
900
Playtika
PLTK
$1.59B
$59.4K ﹤0.01%
+12,567