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
51
$8.15M 0.27%
100,505
-2,974
52
$7.94M 0.26%
23,069
+748
53
$7.75M 0.26%
108,588
+143
54
$7.43M 0.25%
23,778
-250
55
$7.23M 0.24%
49,470
+13,078
56
$7.21M 0.24%
178,466
+26,601
57
$7.21M 0.24%
116,934
+258
58
$6.99M 0.23%
103,560
-350
59
$6.58M 0.22%
37,738
+4,568
60
$6.56M 0.22%
25,525
-1,804
61
$6.54M 0.22%
40,793
+573
62
$6.46M 0.21%
130,730
+5,938
63
$6.32M 0.21%
16,886
+285
64
$6.13M 0.2%
156,476
-26,256
65
$6.12M 0.2%
101,428
+2,726
66
$5.89M 0.19%
24,313
-1,403
67
$5.75M 0.19%
18,957
+840
68
$5.51M 0.18%
53,847
+386
69
$5.43M 0.18%
80,261
+5,008
70
$5.33M 0.18%
172,185
+6,404
71
$5.14M 0.17%
70,702
+13,956
72
$5.08M 0.17%
242,292
+71,661
73
$5.05M 0.17%
118,628
+2,870
74
$4.79M 0.16%
723,985
+9,610
75
$4.78M 0.16%
29,006
+838
1 2
3
4 5