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
$5.49B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.1M
3
+$10.3M
4
TFC icon
Truist Financial
TFC
+$9.85M
5
JPM icon
JPMorgan Chase
JPM
+$8.42M

Top Sells

1
+$31.5M
2
+$25.9M
3
+$15.4M
4
CAH icon
Cardinal Health
CAH
+$11.6M
5
ABBV icon
AbbVie
ABBV
+$10.7M

Sector Composition

1 Technology 16.43%
2 Energy 9.54%
3 Financials 8.96%
4 Healthcare 8.56%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$293K 0.01%
+1,250
652
$293K 0.01%
2,255
-251
653
$292K 0.01%
3,328
-50
654
$291K 0.01%
+6,226
655
$290K 0.01%
+6,371
656
$289K 0.01%
4,950
657
$287K 0.01%
+992
658
$287K 0.01%
2,949
+1,389
659
$286K 0.01%
11,528
660
$286K 0.01%
5,732
-166
661
$285K 0.01%
4,871
+2,133
662
$285K 0.01%
21,000
663
$284K 0.01%
27,984
+21,802
664
$284K 0.01%
27,500
-3,000
665
$282K 0.01%
+1,165
666
$278K 0.01%
7,725
+5,413
667
$277K 0.01%
8,697
+3,205
668
$276K 0.01%
2,901
+1,422
669
$274K 0.01%
+6,799
670
$271K ﹤0.01%
+8,093
671
$271K ﹤0.01%
+4,446
672
$270K ﹤0.01%
+742
673
$270K ﹤0.01%
648
-6
674
$269K ﹤0.01%
+10,290
675
$269K ﹤0.01%
+5,000
25 26
27
28 29