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
626
$216K 0.01%
+1,713
627
$213K 0.01%
10,477
-8,901
628
$213K 0.01%
4,730
-4,164
629
$212K 0.01%
10,493
-40,179
630
$212K 0.01%
+1,659
631
$211K 0.01%
1,098
-100
632
$211K 0.01%
2,029
-35,025
633
$210K 0.01%
4,880
-3,300
634
$210K 0.01%
2,675
-8,243
635
$209K 0.01%
2,353
-4,648
636
$208K 0.01%
5,155
-4,579
637
$208K 0.01%
7,441
-7,800
638
$207K 0.01%
4,483
-4,050
639
$207K 0.01%
5,010
-8,901
640
$206K 0.01%
3,814
-486
641
$206K 0.01%
+995
642
$205K 0.01%
4,233
-3,904
643
$205K 0.01%
3,000
-810
644
$205K 0.01%
7,407
-7,564
645
$204K 0.01%
8,956
-1,790
646
$204K 0.01%
+4,840
647
$202K 0.01%
1,441
-2,073
648
$202K 0.01%
3,499
-1,610
649
$202K 0.01%
4,265
-22,072
650
$201K 0.01%
8,078
-7,697
24 25
26
27 28