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
376
$448K 0.01%
1,758
-157
377
$446K 0.01%
3,219
+23
378
$445K 0.01%
7,400
-451
379
$440K 0.01%
4,503
+474
380
$437K 0.01%
15,931
+15
381
$433K 0.01%
10,195
+182
382
$433K 0.01%
10,262
+4
383
$432K 0.01%
14,839
-385
384
$428K 0.01%
2,173
+52
385
$425K 0.01%
12,144
+3,302
386
$423K 0.01%
6,451
+122
387
$421K 0.01%
+4,780
388
$418K 0.01%
6,530
+181
389
$417K 0.01%
254
+17
390
$416K 0.01%
6,925
+53
391
$414K 0.01%
3,536
+103
392
$414K 0.01%
3,747
-1,402
393
$413K 0.01%
2,251
+18
394
$412K 0.01%
1,570
+304
395
$410K 0.01%
11,407
-335
396
$409K 0.01%
5,249
+73
397
$408K 0.01%
3,910
+982
398
$404K 0.01%
6,227
-90
399
$404K 0.01%
4,111
+85
400
$402K 0.01%
7,485
+650
14 15
16
17 18