BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$27M
2
+$14.8M
3
+$13.8M
4
MSFT icon
Microsoft
MSFT
+$13.4M
5
IOT icon
Samsara
IOT
+$12.6M

Top Sells

1
+$10.1M
2
+$4.31M
3
+$1.28M
4
MRO
Marathon Oil Corporation
MRO
+$1.12M
5
CMCSA icon
Comcast
CMCSA
+$1.03M

Sector Composition

1 Consumer Discretionary 28.67%
2 Technology 24.03%
3 Communication Services 4.63%
4 Healthcare 3.62%
5 Financials 3.25%
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%
10,471
+739
431
$351K 0.01%
3,902
+88
432
$351K 0.01%
2,218
+71
433
$350K 0.01%
7,539
-299
434
$349K 0.01%
9,367
-448
435
$348K 0.01%
902
+55
436
$348K 0.01%
24,483
+237
437
$348K 0.01%
2,544
+46
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
-100
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
+85
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