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
626
$788K 0.01%
+5,603
627
$784K 0.01%
+12,774
628
$777K 0.01%
+14,753
629
$777K 0.01%
+3,717
630
$764K 0.01%
+17,239
631
$757K 0.01%
+29,500
632
$748K 0.01%
+10,619
633
$747K 0.01%
+20,298
634
$746K 0.01%
+29,234
635
$745K 0.01%
+4,540
636
$744K 0.01%
+9,372
637
$744K 0.01%
+11,759
638
$742K 0.01%
+98,440
639
$739K 0.01%
+1,799
640
$734K 0.01%
+44,924
641
$733K 0.01%
+12,494
642
$732K 0.01%
+14,051
643
$727K 0.01%
+9,186
644
$720K 0.01%
+16,353
645
$719K 0.01%
+11,821
646
$719K 0.01%
+1,395
647
$715K 0.01%
+10,095
648
$715K 0.01%
+3,262
649
$710K 0.01%
+6,601
650
$708K 0.01%
+14,114
24 25
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