BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+4.6%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$3.03B
AUM Growth
+$255M
(+9.2%)
Cap. Flow
+$145M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
54.01%
Holding
674
New
44
Increased
372
Reduced
170
Closed
40
Top Buys
| 1 |
Pfizer
PFE
|
+$27.4M |
| 2 |
Oracle
ORCL
|
+$15.7M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$14.7M |
| 4 |
Microsoft
MSFT
|
+$14.2M |
| 5 |
Samsara
IOT
|
+$12.3M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
+$10.6M |
| 2 |
Applovin
APP
|
+$4.62M |
| 3 |
Snowflake
SNOW
|
+$1.17M |
| 4 |
MRO
Marathon Oil Corporation
MRO
|
+$1.12M |
| 5 |
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% |
