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
401
$400K 0.01%
7,275
-1,215
402
$395K 0.01%
6,241
-1,085
403
$392K 0.01%
4,287
+203
404
$389K 0.01%
9,369
-200
405
$386K 0.01%
4,437
+612
406
$383K 0.01%
5,479
+4
407
$383K 0.01%
2,440
+184
408
$381K 0.01%
8,039
+306
409
$378K 0.01%
9,398
-797
410
$378K 0.01%
2,762
-308
411
$377K 0.01%
6,496
+17
412
$375K 0.01%
1,520
+29
413
$373K 0.01%
3,500
+1,624
414
$371K 0.01%
5,039
-745
415
$371K 0.01%
+4,642
416
$368K 0.01%
1,712
-283
417
$367K 0.01%
6,000
418
$365K 0.01%
5,790
+544
419
$364K 0.01%
2,763
+6
420
$364K 0.01%
1,255
+10
421
$363K 0.01%
4,385
+421
422
$363K 0.01%
1,616
+55
423
$361K 0.01%
11,959
+169
424
$361K 0.01%
+2,103
425
$358K 0.01%
5,433
-595
15 16
17
18 19