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
$5.82B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$178M
3 +$176M
4
AMZN icon
Amazon
AMZN
+$113M
5
XOM icon
Exxon Mobil
XOM
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.6%
2 Healthcare 10.87%
3 Financials 8.6%
4 Consumer Discretionary 7.27%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$1.33M 0.02%
+29,242
502
$1.33M 0.02%
+127,675
503
$1.32M 0.02%
+116,726
504
$1.32M 0.02%
+74,129
505
$1.32M 0.02%
+50,811
506
$1.3M 0.02%
+21,725
507
$1.3M 0.02%
+39,560
508
$1.29M 0.02%
+6,691
509
$1.28M 0.02%
+13,354
510
$1.27M 0.02%
+33,473
511
$1.26M 0.02%
+18,554
512
$1.26M 0.02%
+6,040
513
$1.24M 0.02%
+9,374
514
$1.24M 0.02%
+11,970
515
$1.24M 0.02%
+20,169
516
$1.23M 0.02%
+20,000
517
$1.23M 0.02%
+9,125
518
$1.22M 0.02%
+11,832
519
$1.22M 0.02%
+31,858
520
$1.22M 0.02%
+11,265
521
$1.22M 0.02%
+15,571
522
$1.21M 0.02%
+5,714
523
$1.21M 0.02%
+51,857
524
$1.21M 0.02%
+16,402
525
$1.2M 0.02%
+13,808