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
$2.9B
AUM Growth
-$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$10M
3
+$9.15M
4
PFE icon
Pfizer
PFE
+$8.29M
5
CVX icon
Chevron
CVX
+$7.73M

Top Sells

1
+$74.2M
2
+$6.92M
3
+$6.86M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.31M

Sector Composition

1 Energy 13.77%
2 Industrials 9.71%
3 Healthcare 9.69%
4 Financials 9.41%
5 Technology 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$303K 0.01%
4,965
-5,600
552
$302K 0.01%
4,598
-8,021
553
$301K 0.01%
3,979
-488
554
$300K 0.01%
29,988
555
$299K 0.01%
6,452
-6,250
556
$297K 0.01%
8,195
+275
557
$296K 0.01%
2,626
-710
558
$295K 0.01%
13,219
-17,554
559
$290K 0.01%
3,723
-7,799
560
$289K 0.01%
5,711
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561
$288K 0.01%
4,302
-1,781
562
$285K 0.01%
6,054
-700
563
$281K 0.01%
4,785
-5,225
564
$280K 0.01%
6,297
-5,554
565
$278K 0.01%
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$278K 0.01%
3,806
567
$277K 0.01%
32,817
-41,974
568
$276K 0.01%
3,335
-6,325
569
$273K 0.01%
3,210
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570
$272K 0.01%
5,600
-9,675
571
$270K 0.01%
16,176
-23,254
572
$269K 0.01%
6,247
-244
573
$268K 0.01%
5,646
-5,010
574
$268K 0.01%
6,141
-5,637
575
$267K 0.01%
1,258
-4,503
21 22
23
24 25