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
301
$637K 0.02%
3,493
+274
302
$632K 0.02%
8,452
+18
303
$631K 0.02%
14,308
+31
304
$624K 0.02%
7,081
+1,179
305
$622K 0.02%
5,534
+142
306
$621K 0.02%
6,885
-5
307
$617K 0.02%
3,036
+449
308
$615K 0.02%
15,156
+16
309
$610K 0.02%
2,938
+1,047
310
$610K 0.02%
3,379
+871
311
$608K 0.02%
5,132
+485
312
$603K 0.02%
+15,133
313
$602K 0.02%
52,115
-2,742
314
$601K 0.02%
16,852
+2,411
315
$599K 0.02%
11,170
+3
316
$599K 0.02%
23,983
+262
317
$598K 0.02%
2,079
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318
$596K 0.02%
5,072
+295
319
$589K 0.02%
22,695
-3,864
320
$588K 0.02%
54,458
321
$584K 0.02%
3,837
+200
322
$579K 0.02%
4,468
+163
323
$578K 0.02%
6,600
+536
324
$577K 0.02%
9,775
-735
325
$577K 0.02%
2,084
-152
11 12
13
14 15