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
$2.77B
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$4.3M
3 +$4.25M
4
QCOM icon
Qualcomm
QCOM
+$4.08M
5
EMR icon
Emerson Electric
EMR
+$3.99M

Top Sells

1 +$7.03M
2 +$4.17M
3 +$3.86M
4
CB
CHUBB CORPORATION
CB
+$3.56M
5
MXIM
Maxim Integrated Products
MXIM
+$3.4M

Sector Composition

1 Energy 11.51%
2 Technology 10.04%
3 Healthcare 9.68%
4 Industrials 9.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$612K 0.02%
56,524
+380
527
$611K 0.02%
51,003
+3,937
528
$607K 0.02%
9,280
+267
529
$606K 0.02%
8,013
-1,320
530
$605K 0.02%
7,150
-2,242
531
$605K 0.02%
10,976
+29
532
$605K 0.02%
12,826
+19
533
$602K 0.02%
3,169
+227
534
$592K 0.02%
13,255
535
$592K 0.02%
62,236
-564
536
$591K 0.02%
15,130
-6,465
537
$590K 0.02%
10,185
+4,059
538
$576K 0.02%
6,066
+24
539
$569K 0.02%
5,723
+294
540
$569K 0.02%
30,260
541
$567K 0.02%
21,632
-7,890
542
$567K 0.02%
64,319
-2,710
543
$566K 0.02%
16,391
+3,099
544
$566K 0.02%
7,035
+140
545
$563K 0.02%
9,295
+349
546
$563K 0.02%
5,922
-1,789
547
$562K 0.02%
7,197
-17,524
548
$561K 0.02%
20,055
+687
549
$554K 0.02%
14,153
-5
550
$545K 0.02%
2,852
+836