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
251
$867K 0.03%
4,261
+1,944
252
$859K 0.03%
18,854
-1,467
253
$853K 0.03%
3,586
+19
254
$830K 0.03%
9,888
-203
255
$819K 0.03%
3,172
+202
256
$818K 0.03%
11,936
+58
257
$816K 0.03%
22,495
+4,256
258
$816K 0.03%
8,953
+1,379
259
$810K 0.03%
11,806
-271
260
$807K 0.03%
16,280
-4,209
261
$803K 0.03%
14,106
+943
262
$803K 0.03%
12,357
+9
263
$793K 0.03%
6,863
-131
264
$788K 0.03%
27,208
+1,509
265
$786K 0.03%
9,990
+497
266
$776K 0.03%
9,858
-696
267
$772K 0.03%
9,797
+263
268
$762K 0.03%
3,918
-168
269
$755K 0.02%
18,169
-947
270
$753K 0.02%
913
+25
271
$753K 0.02%
6,079
+229
272
$749K 0.02%
5,695
-62
273
$749K 0.02%
21,390
+521
274
$722K 0.02%
6,555
+560
275
$713K 0.02%
9,900
9 10
11
12 13