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
426
$1.14M 0.04%
19,821
+9,522
427
$1.13M 0.04%
92,238
+6,061
428
$1.12M 0.04%
18,946
-315
429
$1.1M 0.04%
38,946
-310
430
$1.1M 0.04%
20,460
+3,514
431
$1.09M 0.04%
23,839
-3,429
432
$1.09M 0.04%
25,645
+2,289
433
$1.09M 0.04%
10,734
-133
434
$1.08M 0.04%
22,102
+982
435
$1.07M 0.04%
10,036
-104
436
$1.06M 0.04%
43,970
+5,859
437
$1.06M 0.04%
81,303
+9,340
438
$1.05M 0.03%
20,333
-8,275
439
$1.05M 0.03%
21,771
+1,334
440
$1.04M 0.03%
22,869
-709
441
$1.03M 0.03%
23,951
+3,241
442
$1.03M 0.03%
19,563
+2,916
443
$1.02M 0.03%
81,312
-273,173
444
$1.02M 0.03%
22,067
-7,028
445
$1.01M 0.03%
13,520
+1,111
446
$1M 0.03%
44,346
+5,493
447
$992K 0.03%
6,170
+21
448
$989K 0.03%
28,563
-512
449
$980K 0.03%
21,803
-6,061
450
$977K 0.03%
+21,857
16 17
18
19 20