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
$3.2B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.78M
3
+$3.67M
4
TPR icon
Tapestry
TPR
+$3.46M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.15M

Top Sells

1
+$6.73M
2
+$5.06M
3
+$4.68M
4
MAT icon
Mattel
MAT
+$3.58M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.14M

Sector Composition

1 Energy 11.14%
2 Technology 9.83%
3 Financials 9.8%
4 Healthcare 9.34%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.16M 0.04%
22,393
+1,434
452
$1.15M 0.04%
72,431
-8,466
453
$1.14M 0.04%
30,073
-1,229
454
$1.13M 0.04%
14,357
+1,931
455
$1.13M 0.04%
10,058
-387
456
$1.13M 0.04%
+13,955
457
$1.12M 0.03%
+54,903
458
$1.11M 0.03%
28,385
459
$1.11M 0.03%
86,400
+17,128
460
$1.11M 0.03%
29,156
+2,510
461
$1.11M 0.03%
12,858
+1,492
462
$1.11M 0.03%
10,731
+1,176
463
$1.11M 0.03%
15,073
+2,580
464
$1.1M 0.03%
5,009
+741
465
$1.1M 0.03%
5,314
-149
466
$1.09M 0.03%
42,628
+4,459
467
$1.09M 0.03%
13,410
-8,767
468
$1.09M 0.03%
29,949
+8,030
469
$1.09M 0.03%
24,256
-522
470
$1.09M 0.03%
21,583
+531
471
$1.09M 0.03%
58,773
+5,815
472
$1.09M 0.03%
28,396
+1,551
473
$1.08M 0.03%
7,828
+1,290
474
$1.08M 0.03%
+33,334
475
$1.08M 0.03%
13,955
-41
17 18
19
20 21