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
201
$1.23M 0.04%
5,301
+297
202
$1.23M 0.04%
7,459
-109
203
$1.2M 0.04%
45,223
+24,494
204
$1.18M 0.04%
11,827
+38
205
$1.17M 0.04%
16,268
-886
206
$1.16M 0.04%
5,400
+19
207
$1.16M 0.04%
17,177
+2,669
208
$1.15M 0.04%
4,845
+368
209
$1.14M 0.04%
34,682
+5,792
210
$1.14M 0.04%
1,976
+148
211
$1.12M 0.04%
5,828
212
$1.12M 0.04%
10,317
+82
213
$1.11M 0.04%
1,416
+42
214
$1.11M 0.04%
11,381
-266
215
$1.1M 0.04%
2,047
+417
216
$1.09M 0.04%
10,885
+41
217
$1.07M 0.04%
13,844
-364
218
$1.06M 0.04%
3,218
+12
219
$1.06M 0.04%
49,318
-2,400
220
$1.06M 0.04%
1,038
+41
221
$1.04M 0.03%
3,318
-22
222
$1.03M 0.03%
7,765
+349
223
$1.02M 0.03%
1,749
+3
224
$1.01M 0.03%
19,319
+318
225
$1M 0.03%
19,361
+115
7 8
9
10 11