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
$2.97B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.13M
3
+$6.67M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.35M
5
ULTA icon
Ulta Beauty
ULTA
+$4.84M

Top Sells

1
+$34.2M
2
+$21.9M
3
+$17.2M
4
JPM icon
JPMorgan Chase
JPM
+$10.5M
5
GE icon
GE Aerospace
GE
+$9.95M

Sector Composition

1 Energy 12.28%
2 Industrials 10.43%
3 Healthcare 10.35%
4 Technology 9.08%
5 Financials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$301K 0.01%
+6,027
677
$300K 0.01%
+6,444
678
$297K 0.01%
+5,159
679
$297K 0.01%
+4,102
680
$296K 0.01%
+3,870
681
$296K 0.01%
+2,408
682
$295K 0.01%
+1,483
683
$295K 0.01%
13,076
+6,095
684
$295K 0.01%
4,481
+675
685
$294K 0.01%
10,673
+1,616
686
$294K 0.01%
+6,016
687
$289K 0.01%
+41,400
688
$286K 0.01%
+4,704
689
$285K 0.01%
12,673
+4,595
690
$283K 0.01%
6,491
+244
691
$281K 0.01%
+4,387
692
$281K 0.01%
8,776
-180
693
$281K 0.01%
+2,425
694
$281K 0.01%
+11,618
695
$277K 0.01%
+6,546
696
$276K 0.01%
+7,031
697
$276K 0.01%
1,203
+208
698
$275K 0.01%
11,268
-92
699
$274K 0.01%
8,180
+3,300
700
$274K 0.01%
+2,366
26 27
28
29 30