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
101
$3.22M 0.11%
67,679
-1,046
102
$3.07M 0.1%
17,766
+260
103
$3.06M 0.1%
159,494
+54,430
104
$3.01M 0.1%
140,676
+2,559
105
$2.93M 0.1%
19,496
+113
106
$2.89M 0.1%
12,231
+3,042
107
$2.88M 0.1%
6,517
+123
108
$2.86M 0.09%
39,376
+1,178
109
$2.85M 0.09%
16,615
+288
110
$2.84M 0.09%
109,722
+20,679
111
$2.79M 0.09%
11,169
-293
112
$2.79M 0.09%
28,076
+1,778
113
$2.71M 0.09%
50,596
+1,544
114
$2.68M 0.09%
6,993
+2,111
115
$2.67M 0.09%
10,164
+24
116
$2.63M 0.09%
11,475
-4
117
$2.57M 0.09%
13,236
+264
118
$2.57M 0.09%
11,802
+620
119
$2.57M 0.08%
24,112
+49
120
$2.55M 0.08%
23,141
-613
121
$2.53M 0.08%
42,550
-3,508
122
$2.5M 0.08%
13,725
+32
123
$2.47M 0.08%
10,919
-190
124
$2.43M 0.08%
21,584
+318
125
$2.42M 0.08%
11,252
+234
3 4
5
6 7