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
401
$1.04M 0.04%
23,290
-90
402
$1.04M 0.04%
20,515
-19,449
403
$1.02M 0.04%
24,829
-1,323
404
$1.01M 0.04%
25,605
+140
405
$1.01M 0.03%
8,662
-9,838
406
$1M 0.03%
13,141
+2,133
407
$1M 0.03%
13,939
-3,745
408
$998K 0.03%
26,024
-3,240
409
$998K 0.03%
39,480
-6,663
410
$989K 0.03%
+21,765
411
$986K 0.03%
34,821
-15,878
412
$982K 0.03%
34,240
-800
413
$966K 0.03%
78,762
-2,550
414
$959K 0.03%
12,675
-621
415
$944K 0.03%
15,420
-7,203
416
$934K 0.03%
13,495
-1,203
417
$932K 0.03%
16,719
-6,887
418
$932K 0.03%
12,965
-1,174
419
$931K 0.03%
+12,455
420
$928K 0.03%
15,741
-5,222
421
$926K 0.03%
21,169
-8,567
422
$918K 0.03%
18,363
-3,449
423
$916K 0.03%
6,018
-8,435
424
$913K 0.03%
16,050
+4,363
425
$911K 0.03%
6,663
-1,501
15 16
17
18 19