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
376
$1.27M 0.04%
28,125
-7,341
377
$1.27M 0.04%
31,841
+6,328
378
$1.27M 0.04%
27,156
-2,657
379
$1.27M 0.04%
36,978
-26,621
380
$1.25M 0.04%
105,400
-23,836
381
$1.24M 0.04%
30,107
-13,156
382
$1.24M 0.04%
9,559
-28,403
383
$1.23M 0.04%
14,109
-3,631
384
$1.22M 0.04%
38,311
-6,156
385
$1.22M 0.04%
56,052
-13,321
386
$1.2M 0.04%
10,045
-7,493
387
$1.2M 0.04%
23,390
-6,950
388
$1.18M 0.04%
15,175
-4,326
389
$1.16M 0.04%
159,127
-8,028
390
$1.14M 0.04%
37,643
-3,639
391
$1.14M 0.04%
29,619
-5,160
392
$1.13M 0.04%
32,284
-3,264
393
$1.11M 0.04%
20,090
-5,453
394
$1.1M 0.04%
17,415
-3,387
395
$1.09M 0.04%
16,701
-6,975
396
$1.08M 0.04%
9,407
-2,680
397
$1.08M 0.04%
20,253
-3,096
398
$1.08M 0.04%
5,918
-3,881
399
$1.07M 0.04%
19,182
-41,555
400
$1.05M 0.04%
15,689
-3,360
14 15
16
17 18