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
$5.49B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.1M
3
+$10.3M
4
TFC icon
Truist Financial
TFC
+$9.85M
5
JPM icon
JPMorgan Chase
JPM
+$8.42M

Top Sells

1
+$31.5M
2
+$25.9M
3
+$15.4M
4
CAH icon
Cardinal Health
CAH
+$11.6M
5
ABBV icon
AbbVie
ABBV
+$10.7M

Sector Composition

1 Technology 16.43%
2 Energy 9.54%
3 Financials 8.96%
4 Healthcare 8.56%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.49M 0.03%
+71,043
427
$1.48M 0.03%
28,091
+3,904
428
$1.47M 0.03%
+59,768
429
$1.45M 0.03%
34,428
+12,191
430
$1.45M 0.03%
20,069
+5,078
431
$1.43M 0.03%
28,435
-1,565
432
$1.43M 0.03%
209,437
+4,809
433
$1.41M 0.03%
4,797
-106
434
$1.4M 0.03%
10,769
-199
435
$1.38M 0.03%
10,466
+476
436
$1.38M 0.03%
11,692
-1,818
437
$1.36M 0.02%
7,047
+955
438
$1.36M 0.02%
5,852
+119
439
$1.35M 0.02%
41,214
+117
440
$1.34M 0.02%
14,170
+81
441
$1.34M 0.02%
62,779
+10,192
442
$1.34M 0.02%
20,750
+750
443
$1.33M 0.02%
6,248
+5,973
444
$1.31M 0.02%
24,678
+3,806
445
$1.28M 0.02%
19,739
-3,132
446
$1.28M 0.02%
7,960
+7,438
447
$1.26M 0.02%
13,690
+287
448
$1.24M 0.02%
8,802
+135
449
$1.24M 0.02%
45,348
+20,497
450
$1.21M 0.02%
6,248
+164
16 17
18
19 20