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
476
$581K 0.02%
16,522
-5,158
477
$581K 0.02%
7,383
-2,465
478
$580K 0.02%
9,144
+3,583
479
$577K 0.02%
3,468
-873
480
$565K 0.02%
13,808
-16,151
481
$563K 0.02%
494
-730
482
$563K 0.02%
5,739
-8,319
483
$562K 0.02%
25,686
-11,750
484
$562K 0.02%
7,788
-685
485
$554K 0.02%
48,054
+2,325
486
$547K 0.02%
11,666
-3,730
487
$547K 0.02%
22,781
-2,244
488
$545K 0.02%
8,457
-1,841
489
$542K 0.02%
5,961
-4,176
490
$535K 0.02%
32,972
-9,014
491
$532K 0.02%
7,409
-5,680
492
$532K 0.02%
13,752
-5,478
493
$530K 0.02%
13,440
-6,772
494
$525K 0.02%
8,021
-2,879
495
$515K 0.02%
10,047
-7,511
496
$513K 0.02%
5,395
-3,130
497
$511K 0.02%
27,990
-2,100
498
$508K 0.02%
+5,131
499
$500K 0.02%
15,054
-9,518
500
$495K 0.02%
5,833
-4,855
18 19
20
21 22