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
501
$262K 0.01%
1,796
+23
502
$261K 0.01%
7,321
+799
503
$260K 0.01%
4,967
504
$260K 0.01%
1,052
-30
505
$260K 0.01%
2,016
+31
506
$260K 0.01%
2,857
+48
507
$259K 0.01%
4,330
+91
508
$258K 0.01%
4,824
-480
509
$258K 0.01%
286
+8
510
$257K 0.01%
13,230
+124
511
$257K 0.01%
22,509
+476
512
$254K 0.01%
1,840
+250
513
$253K 0.01%
6,594
-1,184
514
$251K 0.01%
4,965
+82
515
$249K 0.01%
1,409
-10
516
$248K 0.01%
2,580
+124
517
$248K 0.01%
1,522
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518
$246K 0.01%
3,607
+319
519
$245K 0.01%
+1,121
520
$244K 0.01%
950
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521
$244K 0.01%
2,725
-432
522
$241K 0.01%
+3,791
523
$241K 0.01%
1,760
+62
524
$241K 0.01%
7,769
-229
525
$240K 0.01%
449
+6
19 20
21
22 23