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
351
$1.38M 0.05%
37,501
-4,373
352
$1.37M 0.05%
27,751
+16,789
353
$1.37M 0.05%
24,658
-6,835
354
$1.35M 0.05%
47,898
-46,989
355
$1.35M 0.05%
7,770
-2,343
356
$1.34M 0.05%
34,556
-2,756
357
$1.34M 0.05%
33,067
-11,529
358
$1.34M 0.05%
13,636
+2,138
359
$1.33M 0.05%
27,828
-1,843
360
$1.32M 0.05%
30,103
-8,914
361
$1.32M 0.05%
49,006
+1,333
362
$1.31M 0.05%
10,438
-901
363
$1.31M 0.05%
13,789
-901
364
$1.31M 0.05%
17,153
+1,090
365
$1.3M 0.05%
18,875
-2,463
366
$1.3M 0.04%
27,618
-2,986
367
$1.3M 0.04%
30,768
+14,729
368
$1.29M 0.04%
16,311
-6,253
369
$1.29M 0.04%
44,710
-1,100
370
$1.29M 0.04%
11,139
-2,373
371
$1.29M 0.04%
24,491
-12,344
372
$1.29M 0.04%
21,095
-500
373
$1.28M 0.04%
11,307
-3,071
374
$1.28M 0.04%
37,592
+134
375
$1.28M 0.04%
11,070
-1,880
13 14
15
16 17