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
326
$575K 0.02%
5,399
+495
327
$570K 0.02%
4,357
+162
328
$570K 0.02%
1,299
+75
329
$567K 0.02%
8,665
+297
330
$564K 0.02%
8,355
-2,912
331
$560K 0.02%
9,853
+156
332
$556K 0.02%
1,863
+893
333
$554K 0.02%
73
+34
334
$554K 0.02%
4,883
-4
335
$548K 0.02%
7,430
+131
336
$544K 0.02%
7,157
-104
337
$544K 0.02%
9,638
-3,578
338
$539K 0.02%
16,629
-57
339
$539K 0.02%
11,416
-4,766
340
$531K 0.02%
12,051
-1,847
341
$524K 0.02%
880
-10
342
$523K 0.02%
9,657
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343
$520K 0.02%
19,320
+8,192
344
$517K 0.02%
9,095
+3
345
$508K 0.02%
7,033
+215
346
$507K 0.02%
12,099
-974
347
$506K 0.02%
7,577
-1,040
348
$505K 0.02%
1,685
+75
349
$503K 0.02%
10,037
+129
350
$499K 0.02%
30,039
-1,753
12 13
14
15 16