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
$3.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.1M
3
+$13.9M
4
SPGI icon
S&P Global
SPGI
+$8.26M
5
T icon
AT&T
T
+$7.86M

Top Sells

1
+$8.3M
2
+$6M
3
+$5.37M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.36M
5
LAZ icon
Lazard
LAZ
+$4.97M

Sector Composition

1 Technology 11%
2 Financials 9.64%
3 Energy 9.59%
4 Healthcare 9.16%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.35M 0.04%
36,031
+8,747
427
$1.35M 0.04%
9,009
+2,581
428
$1.34M 0.04%
33,137
+1,774
429
$1.34M 0.04%
12,121
-315
430
$1.33M 0.04%
37,100
-1,451
431
$1.32M 0.04%
15,911
+51
432
$1.29M 0.03%
68,124
-12,073
433
$1.29M 0.03%
+43,708
434
$1.28M 0.03%
34,200
-12,956
435
$1.28M 0.03%
25,734
-621
436
$1.28M 0.03%
13,710
+1,324
437
$1.27M 0.03%
24,578
438
$1.27M 0.03%
7,484
+226
439
$1.26M 0.03%
10,870
+406
440
$1.26M 0.03%
21,712
-188
441
$1.25M 0.03%
37,896
-4,390
442
$1.25M 0.03%
42,281
-8,857
443
$1.24M 0.03%
103,324
+2,368
444
$1.24M 0.03%
10,742
+653
445
$1.23M 0.03%
19,675
+746
446
$1.23M 0.03%
13,422
-771
447
$1.23M 0.03%
42,446
448
$1.22M 0.03%
45,894
+2,105
449
$1.22M 0.03%
25,514
-1,970
450
$1.21M 0.03%
+43,823
16 17
18
19 20