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
$5.82B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$178M
3 +$176M
4
AMZN icon
Amazon
AMZN
+$113M
5
XOM icon
Exxon Mobil
XOM
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.6%
2 Healthcare 10.87%
3 Financials 8.6%
4 Consumer Discretionary 7.27%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2.9M 0.05%
+19,139
327
$2.9M 0.05%
+183,705
328
$2.89M 0.05%
+8,734
329
$2.88M 0.05%
+96,871
330
$2.83M 0.05%
+127,074
331
$2.79M 0.05%
+23,900
332
$2.78M 0.05%
+37,372
333
$2.76M 0.05%
+18,014
334
$2.75M 0.05%
+40,482
335
$2.73M 0.05%
+9,586
336
$2.71M 0.05%
+33,112
337
$2.67M 0.05%
+26,220
338
$2.67M 0.05%
+18,037
339
$2.65M 0.05%
+105,777
340
$2.65M 0.05%
+21,841
341
$2.62M 0.05%
+32,664
342
$2.62M 0.05%
+17,401
343
$2.61M 0.04%
+37,407
344
$2.56M 0.04%
+40,028
345
$2.55M 0.04%
+17,837
346
$2.55M 0.04%
+31,666
347
$2.53M 0.04%
+16,296
348
$2.53M 0.04%
+46,641
349
$2.53M 0.04%
+178,547
350
$2.52M 0.04%
+16,022