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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$705K 0.02%
9,632
+1,554
527
$704K 0.02%
479
+272
528
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7,593
-61
529
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12,095
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530
$697K 0.02%
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531
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+22,396
532
$694K 0.02%
25,023
-291
533
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13,526
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534
$689K 0.02%
25,844
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535
$686K 0.02%
6,280
-39
536
$684K 0.02%
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537
$684K 0.02%
11,507
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538
$684K 0.02%
16,444
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539
$683K 0.02%
14,800
+1,695
540
$683K 0.02%
10,160
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541
$677K 0.02%
17,970
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543
$674K 0.02%
13,008
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544
$673K 0.02%
15,195
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545
$671K 0.02%
54,778
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546
$666K 0.02%
47,784
+2,895
547
$662K 0.02%
55,850
+12,000
548
$661K 0.02%
+7,006
549
$660K 0.02%
10,305
+10
550
$658K 0.02%
5,169
-18
20 21
22
23 24