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
476
$1.07M 0.03%
36,819
+1,262
477
$1.07M 0.03%
44,471
+4,081
478
$1.06M 0.03%
27,732
-2,772
479
$1.05M 0.03%
11,353
-43
480
$1.05M 0.03%
31,909
+1,129
481
$1.04M 0.03%
20,644
+7,257
482
$1.04M 0.03%
89,107
-6,197
483
$1.03M 0.03%
78,808
+20,967
484
$1.03M 0.03%
11,473
+1,243
485
$1.02M 0.03%
7,742
+1,290
486
$1.02M 0.03%
6,165
+840
487
$1.02M 0.03%
14,616
-400
488
$1.02M 0.03%
78,244
489
$1.01M 0.03%
21,761
+1,346
490
$1.01M 0.03%
36,856
491
$1M 0.03%
9,522
-3,863
492
$994K 0.03%
9,772
+1,367
493
$983K 0.03%
9,567
-107
494
$982K 0.03%
25,241
+2,730
495
$981K 0.03%
39,611
+3,708
496
$976K 0.03%
12,902
-457
497
$974K 0.03%
54,752
+452
498
$972K 0.03%
44,890
499
$971K 0.03%
+23,283
500
$970K 0.03%
13,987
-353
18 19
20
21 22