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
551
$222K 0.01%
+4,323
552
$221K 0.01%
2,822
+42
553
$220K 0.01%
+7,330
554
$219K 0.01%
10,532
+258
555
$219K 0.01%
4,558
556
$218K 0.01%
5,602
-634
557
$216K 0.01%
+2,015
558
$214K 0.01%
4,571
+53
559
$212K 0.01%
2,750
-945
560
$211K 0.01%
+2,805
561
$211K 0.01%
4,128
+1
562
$211K 0.01%
+2,088
563
$210K 0.01%
+811
564
$210K 0.01%
3,166
-21
565
$210K 0.01%
1,271
+1
566
$208K 0.01%
+1,761
567
$208K 0.01%
1,304
-358
568
$208K 0.01%
+2,240
569
$207K 0.01%
3,106
-348
570
$207K 0.01%
367
+5
571
$206K 0.01%
+1,589
572
$206K 0.01%
3,498
-509
573
$206K 0.01%
+3,403
574
$206K 0.01%
+1,516
575
$205K 0.01%
+15,294
21 22
23
24 25