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
151
$2.01M 0.07%
30,468
-3,918
152
$2M 0.07%
42,200
-2,387
153
$1.92M 0.06%
8,026
+255
154
$1.89M 0.06%
9,053
+13
155
$1.86M 0.06%
52,347
156
$1.85M 0.06%
3,956
+192
157
$1.82M 0.06%
8,486
-114
158
$1.8M 0.06%
8,112
-93
159
$1.79M 0.06%
13,872
-5
160
$1.79M 0.06%
53,508
+2,974
161
$1.72M 0.06%
51,200
-20,189
162
$1.72M 0.06%
43,343
+15,531
163
$1.72M 0.06%
29,334
-1,675
164
$1.71M 0.06%
14,990
+1,275
165
$1.71M 0.06%
6,479
+15
166
$1.71M 0.06%
12,468
+995
167
$1.65M 0.05%
12,954
+467
168
$1.64M 0.05%
14,635
+298
169
$1.62M 0.05%
13,642
+1,108
170
$1.61M 0.05%
17,909
+187
171
$1.59M 0.05%
14,877
-169
172
$1.58M 0.05%
15,336
+1,039
173
$1.58M 0.05%
15,170
+17
174
$1.57M 0.05%
7,821
+60
175
$1.56M 0.05%
49,465
+5,340
5 6
7
8 9