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
451
$338K 0.01%
25,034
+5,501
452
$337K 0.01%
26,856
+1,145
453
$336K 0.01%
12,253
+272
454
$336K 0.01%
6,865
+259
455
$331K 0.01%
5,651
-55
456
$329K 0.01%
771
+94
457
$329K 0.01%
5,805
-3,117
458
$328K 0.01%
11,561
-145
459
$327K 0.01%
2,364
+72
460
$327K 0.01%
+3,055
461
$324K 0.01%
6,683
-752
462
$324K 0.01%
19,080
-420
463
$319K 0.01%
3,559
+499
464
$315K 0.01%
6,787
-57
465
$314K 0.01%
176,249
+213
466
$314K 0.01%
2,227
+111
467
$314K 0.01%
5,941
+294
468
$314K 0.01%
+2,886
469
$311K 0.01%
1,361
-37
470
$308K 0.01%
13,530
+432
471
$308K 0.01%
+6,074
472
$307K 0.01%
3,660
+54
473
$306K 0.01%
6,485
+30
474
$305K 0.01%
3,422
+150
475
$304K 0.01%
+11,160
17 18
19
20 21