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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$402K 0.01%
+30,314
677
$402K 0.01%
7,535
678
$401K 0.01%
12,220
679
$400K 0.01%
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680
$400K 0.01%
4,449
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681
$399K 0.01%
9,642
-1,171
682
$399K 0.01%
+45,604
683
$398K 0.01%
32,804
-17,098
684
$396K 0.01%
3,786
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685
$395K 0.01%
8,787
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686
$391K 0.01%
8,149
-440
687
$389K 0.01%
6,752
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688
$389K 0.01%
7,905
-65,616
689
$388K 0.01%
10,127
-15,880
690
$388K 0.01%
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691
$386K 0.01%
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692
$386K 0.01%
8,986
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693
$382K 0.01%
88,896
694
$382K 0.01%
6,660
-5,313
695
$382K 0.01%
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-498
696
$381K 0.01%
+10,527
697
$379K 0.01%
+15,852
698
$378K 0.01%
5,676
-69
699
$377K 0.01%
8,203
+750
700
$376K 0.01%
11,004
+468
26 27
28
29 30