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
576
$266K 0.01%
10,918
-13,799
577
$264K 0.01%
4,116
-335
578
$263K 0.01%
1,768
-3,659
579
$262K 0.01%
9,226
-10,891
580
$261K 0.01%
9,174
-8,092
581
$259K 0.01%
+5,206
582
$258K 0.01%
2,053
-790
583
$258K 0.01%
4,535
-3,000
584
$256K 0.01%
2,805
-260
585
$256K 0.01%
3,683
-5,436
586
$253K 0.01%
5,000
-86
587
$252K 0.01%
3,764
-4,052
588
$251K 0.01%
4,791
-4,571
589
$250K 0.01%
3,045
-1,610
590
$249K 0.01%
9,300
-8,271
591
$247K 0.01%
2,056
-813
592
$247K 0.01%
9,980
-8,772
593
$246K 0.01%
2,491
-5,928
594
$245K 0.01%
13,305
-7,002
595
$242K 0.01%
9,320
-536
596
$241K 0.01%
17,572
-2,200
597
$239K 0.01%
7,077
-1,698
598
$238K 0.01%
15,684
-7,374
599
$238K 0.01%
18,287
-3,760
600
$238K 0.01%
3,969
-16,753
22 23
24
25 26