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
$5.22B
AUM Growth
-$852M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,018
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.84M
3 +$6.35M
4
MRK icon
Merck
MRK
+$6.22M
5
PG icon
Procter & Gamble
PG
+$6.07M

Top Sells

1 +$8.99M
2 +$6.84M
3 +$4.88M
4
TXN icon
Texas Instruments
TXN
+$4.3M
5
LAMR icon
Lamar Advertising Co
LAMR
+$3.66M

Sector Composition

1 Technology 15.04%
2 Healthcare 11.78%
3 Energy 8.17%
4 Financials 7.36%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1.25M 0.02%
35,114
-2,375
477
$1.24M 0.02%
17,501
+16
478
$1.24M 0.02%
22,269
-1,492
479
$1.24M 0.02%
38,100
480
$1.23M 0.02%
17,101
+1
481
$1.22M 0.02%
8,646
-145
482
$1.22M 0.02%
10,246
+77
483
$1.22M 0.02%
+27,005
484
$1.22M 0.02%
15,453
-16
485
$1.22M 0.02%
28,533
+35
486
$1.22M 0.02%
23,173
-253
487
$1.21M 0.02%
12,574
-345
488
$1.2M 0.02%
6,650
+29
489
$1.2M 0.02%
13,233
+121
490
$1.19M 0.02%
9,317
+456
491
$1.19M 0.02%
3,588
+91
492
$1.18M 0.02%
28,550
+405
493
$1.17M 0.02%
12,066
+19
494
$1.16M 0.02%
8,923
-1,333
495
$1.16M 0.02%
+17,013
496
$1.16M 0.02%
34,608
+73
497
$1.15M 0.02%
27,114
-606
498
$1.15M 0.02%
6,622
+186
499
$1.14M 0.02%
7,010
+2,840
500
$1.12M 0.02%
14,653
-103