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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.28M 0.04%
5,025
+406
402
$1.27M 0.04%
37,298
-1,383
403
$1.26M 0.04%
24,906
-10,633
404
$1.24M 0.04%
5,549
+31
405
$1.24M 0.04%
23,571
-3,068
406
$1.23M 0.04%
23,985
+34
407
$1.21M 0.04%
29,141
+3,496
408
$1.21M 0.04%
+62,399
409
$1.2M 0.04%
96,649
-174
410
$1.2M 0.04%
21,539
+1,416
411
$1.2M 0.04%
21,600
+466
412
$1.19M 0.04%
23,039
+11,390
413
$1.19M 0.04%
19,423
-4,803
414
$1.18M 0.04%
35,833
-301
415
$1.18M 0.04%
37,550
-9,398
416
$1.17M 0.04%
19,543
+597
417
$1.17M 0.04%
12,067
-2,352
418
$1.16M 0.04%
36,967
-46,342
419
$1.15M 0.04%
22,308
+13,769
420
$1.15M 0.04%
46,281
-3,832
421
$1.15M 0.04%
24,177
+338
422
$1.14M 0.04%
10,237
+201
423
$1.14M 0.04%
30,156
-5,592
424
$1.14M 0.04%
4,513
+1,810
425
$1.14M 0.04%
21,580
-522
15 16
17
18 19