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
$3.03B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$15.7M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$14.2M
5
IOT icon
Samsara
IOT
+$12.3M

Top Sells

1
+$10.6M
2
+$4.62M
3
+$1.17M
4
MRO
Marathon Oil Corporation
MRO
+$1.12M
5
CMCSA icon
Comcast
CMCSA
+$1.03M

Sector Composition

1 Consumer Discretionary 28.67%
2 Technology 24.04%
3 Communication Services 4.63%
4 Healthcare 3.62%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.03%
3,372
-10
227
$1M 0.03%
253
+5
228
$1M 0.03%
10,308
+3,410
229
$999K 0.03%
5,763
-23
230
$976K 0.03%
10,206
+36
231
$972K 0.03%
4,008
-80
232
$967K 0.03%
920
+14
233
$958K 0.03%
18,061
+1,490
234
$951K 0.03%
24,935
+3,066
235
$950K 0.03%
6,728
+64
236
$948K 0.03%
18,512
-967
237
$948K 0.03%
24,134
+103
238
$944K 0.03%
9,025
+19
239
$943K 0.03%
24,263
+139
240
$935K 0.03%
11,462
+122
241
$916K 0.03%
10,441
+68
242
$908K 0.03%
47,518
-2,945
243
$905K 0.03%
8,856
-1,548
244
$901K 0.03%
28,179
+4
245
$900K 0.03%
6,515
+917
246
$891K 0.03%
1,761
+392
247
$887K 0.03%
7,044
+215
248
$882K 0.03%
5,204
+400
249
$874K 0.03%
5,035
+733
250
$871K 0.03%
22,947
+468
8 9
10
11 12