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
176
$1.52M 0.05%
36,830
+3,731
177
$1.51M 0.05%
6,051
-126
178
$1.51M 0.05%
13,694
+420
179
$1.5M 0.05%
5,632
-1
180
$1.49M 0.05%
14,841
+718
181
$1.46M 0.05%
21,976
-125
182
$1.45M 0.05%
9,918
+1,883
183
$1.43M 0.05%
60,190
+1,026
184
$1.42M 0.05%
5,805
+49
185
$1.39M 0.05%
3,113
+107
186
$1.38M 0.05%
11,430
-851
187
$1.38M 0.05%
5,502
-10
188
$1.36M 0.05%
6,384
+59
189
$1.36M 0.04%
3,996
-157
190
$1.36M 0.04%
12,760
-3,400
191
$1.36M 0.04%
4,126
-192
192
$1.35M 0.04%
2,976
-29
193
$1.34M 0.04%
21,127
+3
194
$1.34M 0.04%
7,722
+845
195
$1.32M 0.04%
1,030
+113
196
$1.31M 0.04%
17,018
+12,091
197
$1.3M 0.04%
7,625
-351
198
$1.28M 0.04%
5,429
199
$1.27M 0.04%
8,020
-1,896
200
$1.26M 0.04%
72,900
6 7
8
9 10