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
601
$238K 0.01%
5,060
-1,724
602
$236K 0.01%
+6,000
603
$236K 0.01%
5,453
-2,200
604
$235K 0.01%
11,408
-5,879
605
$235K 0.01%
2,220
606
$234K 0.01%
6,075
-12,870
607
$234K 0.01%
2,700
-4,002
608
$233K 0.01%
3,210
-3,169
609
$231K 0.01%
2,249
-4,271
610
$231K 0.01%
19,885
-7,940
611
$230K 0.01%
3,818
-700
612
$230K 0.01%
2,857
-2,063
613
$230K 0.01%
6,683
614
$229K 0.01%
3,680
-7,638
615
$229K 0.01%
+6,981
616
$227K 0.01%
17,765
-3,071
617
$227K 0.01%
5,016
-5,706
618
$224K 0.01%
1,780
-27,682
619
$224K 0.01%
5,308
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620
$223K 0.01%
11,134
-11,919
621
$220K 0.01%
11,643
-1,164
622
$218K 0.01%
5,253
-3,005
623
$218K 0.01%
3,750
-2,917
624
$216K 0.01%
17,877
-12,524
625
$216K 0.01%
1,721
-487
23 24
25
26 27