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
426
$357K 0.01%
74,431
+590
427
$355K 0.01%
37,701
428
$354K 0.01%
12,890
+786
429
$353K 0.01%
3,638
+156
430
$353K 0.01%
4,381
+309
431
$351K 0.01%
3,902
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432
$351K 0.01%
2,218
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433
$350K 0.01%
7,539
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434
$349K 0.01%
9,367
-448
435
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902
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436
$348K 0.01%
24,483
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437
$348K 0.01%
2,544
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438
$348K 0.01%
7,599
+1,617
439
$348K 0.01%
14,442
+1,972
440
$346K 0.01%
3,742
+339
441
$344K 0.01%
10,671
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442
$344K 0.01%
24,455
+1,735
443
$343K 0.01%
4,402
-127
444
$342K 0.01%
34,142
-19,694
445
$342K 0.01%
16,109
-2,792
446
$341K 0.01%
2,759
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447
$340K 0.01%
2,464
448
$340K 0.01%
7,486
-14
449
$339K 0.01%
2,781
+1,111
450
$339K 0.01%
4,658
-399
16 17
18
19 20