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
MMC icon
176
Marsh & McLennan
MMC
$92.9B
$2.23M 0.06%
10,194
+89
DE icon
177
Deere & Co
DE
$124B
$2.2M 0.06%
4,319
+100
TJX icon
178
TJX Companies
TJX
$160B
$2.19M 0.06%
17,738
+2,853
PANW icon
179
Palo Alto Networks
PANW
$141B
$2.19M 0.06%
10,703
+4,026
UNP icon
180
Union Pacific
UNP
$134B
$2.18M 0.06%
9,470
+190
MO icon
181
Altria Group
MO
$109B
$2.13M 0.06%
36,331
+350
SPGI icon
182
S&P Global
SPGI
$144B
$2.13M 0.06%
4,034
+796
INCY icon
183
Incyte
INCY
$17.1B
$2.12M 0.06%
+31,116
NEE icon
184
NextEra Energy
NEE
$174B
$2.09M 0.06%
30,135
+821
AMLP icon
185
Alerian MLP ETF
AMLP
$10B
$2.08M 0.06%
42,598
+1,746
DHR icon
186
Danaher
DHR
$150B
$2.05M 0.06%
10,390
+3,335
MTG icon
187
MGIC Investment
MTG
$6.21B
$2.05M 0.06%
73,556
+27,152
BKNG icon
188
Booking.com
BKNG
$164B
$2.04M 0.06%
353
+87
APH icon
189
Amphenol
APH
$153B
$2.04M 0.06%
20,613
+2,506
VRTX icon
190
Vertex Pharmaceuticals
VRTX
$107B
$2.03M 0.06%
4,559
-1,862
VGT icon
191
Vanguard Information Technology ETF
VGT
$109B
$2.03M 0.05%
3,058
+710
TMO icon
192
Thermo Fisher Scientific
TMO
$204B
$2.02M 0.05%
4,975
+285
SIXA icon
193
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$431M
$2M 0.05%
41,209
IUSG icon
194
iShares Core S&P US Growth ETF
IUSG
$25.5B
$1.99M 0.05%
13,244
+235
LMB icon
195
Limbach Holdings
LMB
$1.07B
$1.98M 0.05%
14,108
+2
STX icon
196
Seagate
STX
$48B
$1.97M 0.05%
13,655
+261
AMT icon
197
American Tower
AMT
$89.6B
$1.93M 0.05%
8,730
+5,219
SYK icon
198
Stryker
SYK
$143B
$1.91M 0.05%
4,840
+357
GILD icon
199
Gilead Sciences
GILD
$152B
$1.91M 0.05%
17,258
+2,208
EXPE icon
200
Expedia Group
EXPE
$26.6B
$1.91M 0.05%
11,323
+8,892
6 7
8
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