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
351
$496K 0.02%
+50,341
352
$495K 0.02%
2,414
+47
353
$494K 0.02%
3,580
+1,178
354
$492K 0.02%
4,338
+782
355
$487K 0.02%
1,960
+81
356
$484K 0.02%
2,631
+59
357
$482K 0.02%
4,986
+276
358
$482K 0.02%
6,290
+1,212
359
$481K 0.02%
18,113
360
$481K 0.02%
74,124
+27,764
361
$477K 0.02%
3,201
+643
362
$476K 0.02%
7,500
-584
363
$472K 0.02%
9,219
+143
364
$470K 0.02%
3,737
+16
365
$468K 0.02%
5,408
+200
366
$467K 0.02%
1,071
+30
367
$466K 0.02%
17,908
+2,528
368
$464K 0.02%
42,427
369
$461K 0.02%
13,151
+6,699
370
$455K 0.02%
5,937
-2,901
371
$455K 0.02%
2,928
-245
372
$454K 0.02%
15,719
+6,996
373
$452K 0.01%
7,002
+4,587
374
$450K 0.01%
+3,229
375
$450K 0.01%
6,777
+24
13 14
15
16 17