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
OIS icon
901
Oil States International
OIS
$489M
$58.6K ﹤0.01%
+10,928
LCID icon
902
Lucid Motors
LCID
$3.28B
$57.8K ﹤0.01%
2,739
+35
CRDF icon
903
Cardiff Oncology
CRDF
$194M
$52K ﹤0.01%
16,503
+3
OPK icon
904
Opko Health
OPK
$983M
$51.4K ﹤0.01%
38,916
+8,775
GLUE icon
905
Monte Rosa Therapeutics
GLUE
$1.81B
$47.6K ﹤0.01%
+10,559
AMBP icon
906
Ardagh Metal Packaging
AMBP
$2.61B
$46.8K ﹤0.01%
+10,937
MPW icon
907
Medical Properties Trust
MPW
$3.13B
$43.8K ﹤0.01%
+10,161
ARDX icon
908
Ardelyx
ARDX
$1.64B
$39.8K ﹤0.01%
+10,151
LPRO icon
909
Open Lending Corp
LPRO
$249M
$30.2K ﹤0.01%
+15,550
IRWD icon
910
Ironwood Pharmaceuticals
IRWD
$732M
$21.8K ﹤0.01%
+30,425
CERS icon
911
Cerus
CERS
$499M
$19.8K ﹤0.01%
+14,009
TLRY icon
912
Tilray
TLRY
$1.1B
$19.2K ﹤0.01%
4,637
+3,197
NXDR
913
Nextdoor Holdings
NXDR
$749M
$18.7K ﹤0.01%
+11,286
ALLO icon
914
Allogene Therapeutics
ALLO
$366M
$15.7K ﹤0.01%
13,857
+945
RNXT icon
915
RenovoRx
RNXT
$37.4M
$14K ﹤0.01%
10,656
HBIO icon
916
Harvard Bioscience
HBIO
$26.2M
$11.1K ﹤0.01%
25,092
+92
MODD icon
917
Modular Medical
MODD
$36.9M
$10.4K ﹤0.01%
14,000
LONA
918
LeonaBio, Inc. Common Stock
LONA
$24.1M
$9.72K ﹤0.01%
3,220
BSCQ icon
919
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
-38,497
DFS
920
DELISTED
Discover Financial Services
DFS
-4,541
FCN icon
921
FTI Consulting
FCN
$5.5B
-5,411
GEHC icon
922
GE HealthCare
GEHC
$37.2B
-2,575
GEN icon
923
Gen Digital
GEN
$16.1B
-26,317
HHH icon
924
Howard Hughes
HHH
$4.97B
-6,648
HYD icon
925
VanEck High Yield Muni ETF
HYD
$4.06B
-5,480