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
126
$2.4M 0.08%
19,904
+20
127
$2.38M 0.08%
4,297
+240
128
$2.35M 0.08%
12,093
+39
129
$2.33M 0.08%
18,264
130
$2.33M 0.08%
2,959
+20
131
$2.32M 0.08%
6,219
+372
132
$2.31M 0.08%
18,192
+529
133
$2.3M 0.08%
36,109
+631
134
$2.3M 0.08%
3,496
-110
135
$2.27M 0.07%
51,837
+4,826
136
$2.25M 0.07%
3,816
+12
137
$2.22M 0.07%
26,799
-31
138
$2.19M 0.07%
26,106
-270
139
$2.18M 0.07%
6,535
+158
140
$2.16M 0.07%
3,995
+9
141
$2.16M 0.07%
44,931
-770
142
$2.14M 0.07%
30,219
+370
143
$2.14M 0.07%
10,135
-533
144
$2.14M 0.07%
51,422
145
$2.12M 0.07%
8,760
+36
146
$2.12M 0.07%
51,500
+39
147
$2.11M 0.07%
8,291
+646
148
$2.08M 0.07%
14,570
+5,625
149
$2.03M 0.07%
10,192
+46
150
$2.02M 0.07%
4,300
+3,171
4 5
6
7 8