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
276
$709K 0.02%
13,259
-244
277
$707K 0.02%
2,437
-193
278
$707K 0.02%
28,629
+474
279
$706K 0.02%
4,188
+24
280
$706K 0.02%
11,268
+1,418
281
$705K 0.02%
27,835
-1,999
282
$705K 0.02%
1,826
+33
283
$696K 0.02%
6,866
+249
284
$691K 0.02%
14,418
+238
285
$689K 0.02%
11,429
-1,401
286
$683K 0.02%
9,705
+285
287
$683K 0.02%
4,048
-179
288
$678K 0.02%
12,157
+5,231
289
$672K 0.02%
6,906
-51
290
$669K 0.02%
7,491
+361
291
$669K 0.02%
13,763
-1,235
292
$667K 0.02%
22,224
293
$663K 0.02%
4,477
-219
294
$660K 0.02%
4,132
+287
295
$658K 0.02%
13,170
+2,057
296
$652K 0.02%
438
+13
297
$650K 0.02%
4,607
+223
298
$645K 0.02%
6,430
-225
299
$641K 0.02%
19,160
+6,280
300
$638K 0.02%
9,129
-191
10 11
12
13 14