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
$3.01B
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.43M
3
+$5.39M
4
AMGN icon
Amgen
AMGN
+$5.03M
5
GME icon
GameStop
GME
+$4.69M

Top Sells

1
+$8.71M
2
+$7.96M
3
+$7.34M
4
PEP icon
PepsiCo
PEP
+$6.55M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$6.05M

Sector Composition

1 Energy 18.52%
2 Financials 8.68%
3 Industrials 8.49%
4 Healthcare 8.36%
5 Technology 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.43M 0.05%
72,922
+23,992
377
$1.41M 0.05%
14,347
+2,807
378
$1.41M 0.05%
39,830
+1,353
379
$1.4M 0.05%
44,788
+2,898
380
$1.39M 0.05%
37,653
-27,772
381
$1.39M 0.05%
44,272
-24,542
382
$1.38M 0.05%
18,442
+933
383
$1.37M 0.05%
23,527
+5,421
384
$1.37M 0.05%
156,120
+16,547
385
$1.36M 0.05%
35,748
+118
386
$1.36M 0.05%
72,993
+2,977
387
$1.35M 0.04%
5,518
-1,900
388
$1.34M 0.04%
26,639
+3,458
389
$1.34M 0.04%
19,935
+3,871
390
$1.34M 0.04%
21,595
+150
391
$1.34M 0.04%
19,997
+4,181
392
$1.32M 0.04%
38,512
+30,182
393
$1.32M 0.04%
15,987
+265
394
$1.32M 0.04%
29,422
+2,506
395
$1.31M 0.04%
14,071
-144
396
$1.31M 0.04%
16,104
+1
397
$1.31M 0.04%
24,226
-2,471
398
$1.29M 0.04%
24,162
+767
399
$1.29M 0.04%
5,943
-262
400
$1.29M 0.04%
47,220
-890
14 15
16
17 18