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
476
$299K 0.01%
101
+4
477
$299K 0.01%
2,509
+146
478
$295K 0.01%
11,664
-61
479
$294K 0.01%
5,264
+328
480
$289K 0.01%
2,297
-43
481
$285K 0.01%
20,508
+1,301
482
$283K 0.01%
+8,817
483
$282K 0.01%
1,260
+477
484
$281K 0.01%
1,172
485
$279K 0.01%
3,981
-79
486
$279K 0.01%
17,575
487
$277K 0.01%
18,942
+191
488
$276K 0.01%
9,656
+28
489
$275K 0.01%
1,024
+51
490
$272K 0.01%
+330
491
$271K 0.01%
+419
492
$270K 0.01%
+4,963
493
$270K 0.01%
10,257
+4
494
$270K 0.01%
+3,290
495
$270K 0.01%
5,990
-19
496
$270K 0.01%
5,900
+901
497
$270K 0.01%
876
+92
498
$269K 0.01%
6,999
-6,137
499
$267K 0.01%
+4,666
500
$264K 0.01%
8,185
-428
18 19
20
21 22