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
526
$1.2M 0.02%
+16,860
527
$1.19M 0.02%
+14,836
528
$1.19M 0.02%
+5,972
529
$1.19M 0.02%
+36,459
530
$1.19M 0.02%
+40,088
531
$1.18M 0.02%
+2,330
532
$1.17M 0.02%
+9,027
533
$1.17M 0.02%
+19,898
534
$1.17M 0.02%
+14,918
535
$1.15M 0.02%
+4,966
536
$1.15M 0.02%
+9,858
537
$1.15M 0.02%
+14,290
538
$1.15M 0.02%
+19,280
539
$1.14M 0.02%
+24,296
540
$1.14M 0.02%
+20,278
541
$1.14M 0.02%
+12,493
542
$1.14M 0.02%
+43,100
543
$1.14M 0.02%
+13,759
544
$1.13M 0.02%
+37,300
545
$1.13M 0.02%
+7,817
546
$1.13M 0.02%
+8,857
547
$1.11M 0.02%
+17,913
548
$1.1M 0.02%
+10,128
549
$1.1M 0.02%
+19,886
550
$1.1M 0.02%
+2,331