BF

BOK Financial Portfolio holdings

AUM $6.65B
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
-$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$10M
3
+$9.15M
4
PFE icon
Pfizer
PFE
+$8.29M
5
CVX icon
Chevron
CVX
+$7.73M

Top Sells

1
+$74.2M
2
+$6.92M
3
+$6.86M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.31M

Sector Composition

1 Energy 13.77%
2 Industrials 9.71%
3 Healthcare 9.69%
4 Financials 9.41%
5 Technology 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.96M 0.07%
37,330
-15,746
302
$1.95M 0.07%
19,872
-2,636
303
$1.95M 0.07%
36,352
-8,891
304
$1.94M 0.07%
31,725
-24,861
305
$1.94M 0.07%
39,357
+17,781
306
$1.93M 0.07%
21,362
-13,116
307
$1.92M 0.07%
25,001
+18,951
308
$1.91M 0.07%
39,083
-7,530
309
$1.87M 0.06%
59,162
-137,208
310
$1.84M 0.06%
33,130
-3,254
311
$1.82M 0.06%
15,799
-3,402
312
$1.81M 0.06%
171,087
-26,673
313
$1.8M 0.06%
5,946
-88
314
$1.8M 0.06%
67,676
-71,147
315
$1.77M 0.06%
63,620
-4,716
316
$1.76M 0.06%
100,379
-44,452
317
$1.76M 0.06%
29,394
-287
318
$1.75M 0.06%
6,057
+121
319
$1.72M 0.06%
28,279
-6,238
320
$1.71M 0.06%
71,915
-24,075
321
$1.7M 0.06%
72,145
-8,520
322
$1.7M 0.06%
27,083
-24,757
323
$1.68M 0.06%
108,937
-28,163
324
$1.67M 0.06%
26,884
-4,071
325
$1.66M 0.06%
100,325
+52,725
11 12
13
14 15