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
401
$1.29M 0.04%
46,948
+9,604
402
$1.28M 0.04%
21,900
+640
403
$1.28M 0.04%
38,681
+3,290
404
$1.28M 0.04%
59,548
+1,468
405
$1.27M 0.04%
6,166
+9
406
$1.26M 0.04%
41,288
+834
407
$1.25M 0.04%
14,906
+1,300
408
$1.25M 0.04%
227,020
-260
409
$1.24M 0.04%
18,750
+11,049
410
$1.24M 0.04%
96,823
-3,486
411
$1.23M 0.04%
29,639
+195
412
$1.23M 0.04%
14,536
-75
413
$1.22M 0.04%
33,694
+1,653
414
$1.21M 0.04%
25,659
+20,752
415
$1.19M 0.04%
50,113
+7,146
416
$1.19M 0.04%
40,448
+5,025
417
$1.19M 0.04%
79,572
-6,468
418
$1.19M 0.04%
20,123
+2,450
419
$1.17M 0.04%
6,264
-46
420
$1.17M 0.04%
52,527
-4,676
421
$1.17M 0.04%
4,619
-381
422
$1.16M 0.04%
37,475
+2,850
423
$1.15M 0.04%
10,163
+698
424
$1.15M 0.04%
30,575
+4,014
425
$1.14M 0.04%
30,501
-302
15 16
17
18 19