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
$5.49B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.1M
3
+$10.3M
4
TFC icon
Truist Financial
TFC
+$9.85M
5
JPM icon
JPMorgan Chase
JPM
+$8.42M

Top Sells

1
+$31.5M
2
+$25.9M
3
+$15.4M
4
CAH icon
Cardinal Health
CAH
+$11.6M
5
ABBV icon
AbbVie
ABBV
+$10.7M

Sector Composition

1 Technology 16.43%
2 Energy 9.54%
3 Financials 8.96%
4 Healthcare 8.56%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.17M 0.04%
11,967
+1,015
352
$2.17M 0.04%
+58,799
353
$2.16M 0.04%
54,101
+1,985
354
$2.15M 0.04%
20,208
-14,557
355
$2.14M 0.04%
8,254
+826
356
$2.12M 0.04%
110,000
-7,463
357
$2.11M 0.04%
67,504
+73
358
$2.11M 0.04%
36,970
+7,811
359
$2.11M 0.04%
8,632
+293
360
$2.07M 0.04%
16,840
+772
361
$2.07M 0.04%
23,678
-2,576
362
$2.06M 0.04%
77,560
-430
363
$2.06M 0.04%
7,577
+757
364
$2.04M 0.04%
26,774
-2,100
365
$2.03M 0.04%
59,054
+3,030
366
$2.02M 0.04%
44,533
-32,008
367
$2.01M 0.04%
150,878
+20,375
368
$2M 0.04%
131,473
369
$2M 0.04%
24,786
-1,484
370
$1.96M 0.04%
15,258
+60
371
$1.96M 0.04%
5,381
+673
372
$1.94M 0.04%
53,252
-213,077
373
$1.94M 0.04%
12,204
-2,664
374
$1.9M 0.03%
10,020
+219
375
$1.9M 0.03%
24,917
+1,726
13 14
15
16 17