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
526
$238K 0.01%
1,639
+125
527
$238K 0.01%
7,003
+100
528
$237K 0.01%
3,380
+10
529
$234K 0.01%
6,370
530
$233K 0.01%
1,157
-465
531
$233K 0.01%
4,323
-62
532
$233K 0.01%
2,640
+47
533
$232K 0.01%
2,133
+56
534
$232K 0.01%
2,474
-1,516
535
$231K 0.01%
1,681
+1
536
$231K 0.01%
2,737
+217
537
$230K 0.01%
1,946
-20
538
$229K 0.01%
3,634
+147
539
$228K 0.01%
+2,164
540
$227K 0.01%
1,769
-43
541
$227K 0.01%
772
-14
542
$227K 0.01%
4,033
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543
$226K 0.01%
+4,787
544
$226K 0.01%
8,483
+231
545
$226K 0.01%
3,950
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546
$225K 0.01%
+2,691
547
$225K 0.01%
6,808
+1
548
$224K 0.01%
+3,894
549
$223K 0.01%
7,086
+1,224
550
$222K 0.01%
5,734
20 21
22
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