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
626
$11K ﹤0.01%
20,786
+137
627
$6.43K ﹤0.01%
204
628
$5.58K ﹤0.01%
+203
629
– –
-1,175
630
– –
-651
631
– –
-4,213
632
– –
-1,060
633
– –
-5,523
634
– –
-1,943
635
– –
-927
636
– –
-7,885
637
– –
-8,621
638
– –
-1,434
639
– –
-938
640
– –
-34,617
641
– –
-5,740
642
– –
-2,419
643
– –
-8,609
644
– –
-2,208
645
– –
-5,486
646
– –
-8,477
647
– –
-3,077
648
– –
-730
649
– –
-3,890
650
– –
-1,878
23 24 25
26
27