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
$410M
$58.6K ﹤0.01%
+10,928
LCID icon
902
Lucid Motors
LCID
$4.58B
$57.8K ﹤0.01%
2,739
+35
CRDF icon
903
Cardiff Oncology
CRDF
$145M
$52K ﹤0.01%
16,503
+3
OPK icon
904
Opko Health
OPK
$1.04B
$51.4K ﹤0.01%
38,916
+8,775
GLUE icon
905
Monte Rosa Therapeutics
GLUE
$1.12B
$47.6K ﹤0.01%
+10,559
AMBP icon
906
Ardagh Metal Packaging
AMBP
$2.32B
$46.8K ﹤0.01%
+10,937
MPW icon
907
Medical Properties Trust
MPW
$3.38B
$43.8K ﹤0.01%
+10,161
ARDX icon
908
Ardelyx
ARDX
$1.43B
$39.8K ﹤0.01%
+10,151
LPRO icon
909
Open Lending Corp
LPRO
$217M
$30.2K ﹤0.01%
+15,550
IRWD icon
910
Ironwood Pharmaceuticals
IRWD
$600M
$21.8K ﹤0.01%
+30,425
CERS icon
911
Cerus
CERS
$400M
$19.8K ﹤0.01%
+14,009
TLRY icon
912
Tilray
TLRY
$841M
$19.2K ﹤0.01%
46,373
+31,973
NXDR
913
Nextdoor Holdings
NXDR
$776M
$18.7K ﹤0.01%
+11,286
ALLO icon
914
Allogene Therapeutics
ALLO
$326M
$15.7K ﹤0.01%
13,857
+945
RNXT icon
915
RenovoRx
RNXT
$34.8M
$14K ﹤0.01%
10,656
HBIO icon
916
Harvard Bioscience
HBIO
$32.5M
$11.1K ﹤0.01%
25,092
+92
MODD icon
917
Modular Medical
MODD
$29M
$10.4K ﹤0.01%
14,000
ATHA icon
918
Athira Pharma
ATHA
$15.3M
$9.72K ﹤0.01%
3,220
BAX icon
919
Baxter International
BAX
$9.5B
-5,899
BITB icon
920
Bitwise Bitcoin ETF
BITB
$3.55B
-8,312
BSCQ icon
921
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
-38,497
DFS
922
DELISTED
Discover Financial Services
DFS
-4,541
FCN icon
923
FTI Consulting
FCN
$5.15B
-5,411
GEHC icon
924
GE HealthCare
GEHC
$37.6B
-2,575
GEN icon
925
Gen Digital
GEN
$16.6B
-26,317