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
426
$905K 0.03%
14,704
+1,654
427
$897K 0.03%
19,450
-2,041
428
$894K 0.03%
15,996
-10,729
429
$890K 0.03%
26,323
-12,784
430
$879K 0.03%
7,871
-2,901
431
$878K 0.03%
80,809
-12,276
432
$862K 0.03%
33,973
433
$862K 0.03%
10,430
-400
434
$852K 0.03%
11,876
-29,813
435
$845K 0.03%
24,723
-12,106
436
$838K 0.03%
39,276
-31,602
437
$831K 0.03%
10,079
-1,547
438
$828K 0.03%
5,568
-566
439
$824K 0.03%
34,460
-4,631
440
$817K 0.03%
18,400
-3,263
441
$817K 0.03%
30,333
-6,960
442
$796K 0.03%
22,182
+422
443
$786K 0.03%
15,136
-4,940
444
$786K 0.03%
27,689
-8,775
445
$778K 0.03%
15,608
-1,710
446
$765K 0.03%
13,812
-8,135
447
$764K 0.03%
17,925
-2,964
448
$762K 0.03%
+71,552
449
$745K 0.03%
9,106
+326
450
$738K 0.03%
8,000
-4,472
16 17
18
19 20