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
$4.17B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$14.8M
3 +$12.5M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.5M
5
TSLA icon
Tesla
TSLA
+$10.1M

Top Sells

1 +$9.35M
2 +$7.2M
3 +$5.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.82M
5
TMUS icon
T-Mobile US
TMUS
+$1.15M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.61%
3 Financials 5.41%
4 Communication Services 4.46%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BXSL icon
1051
Blackstone Secured Lending
BXSL
$5.98B
-12,369
BRKR icon
1052
Bruker
BRKR
$5.61B
-9,119
BJ icon
1053
BJs Wholesale Club
BJ
$12.4B
-3,542
AVUV icon
1054
Avantis US Small Cap Value ETF
AVUV
$18B
-3,137
ATHA icon
1055
Athira Pharma
ATHA
$14.3M
-3,220
AMCR icon
1056
Amcor
AMCR
$18.8B
-40,623
ALSN icon
1057
Allison Transmission
ALSN
$6.76B
-2,432