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
576
$205K 0.01%
+5,758
577
$205K 0.01%
24,380
578
$204K 0.01%
1,879
+50
579
$203K 0.01%
+3,638
580
$202K 0.01%
+1,009
581
$202K 0.01%
+267
582
$201K 0.01%
11,169
+77
583
$201K 0.01%
3,959
584
$201K 0.01%
949
585
$201K 0.01%
3,774
+6
586
$200K 0.01%
6,547
+58
587
$192K 0.01%
12,070
588
$191K 0.01%
+18,392
589
$188K 0.01%
11,065
+169
590
$188K 0.01%
11,592
-8,021
591
$181K 0.01%
20,111
-2,161
592
$176K 0.01%
13,469
-90
593
$173K 0.01%
13,246
594
$173K 0.01%
12,971
+565
595
$150K 0.01%
99,383
596
$136K ﹤0.01%
33,516
597
$133K ﹤0.01%
31,654
-201
598
$130K ﹤0.01%
23,020
599
$129K ﹤0.01%
16,923
600
$123K ﹤0.01%
7,333
22 23
24
25 26