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
$3.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.1M
3
+$13.9M
4
SPGI icon
S&P Global
SPGI
+$8.26M
5
T icon
AT&T
T
+$7.86M

Top Sells

1
+$8.3M
2
+$6M
3
+$5.37M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.36M
5
LAZ icon
Lazard
LAZ
+$4.97M

Sector Composition

1 Technology 11%
2 Financials 9.64%
3 Energy 9.59%
4 Healthcare 9.16%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$472K 0.01%
5,865
-858
677
$471K 0.01%
4,425
-600
678
$470K 0.01%
2,156
+50
679
$469K 0.01%
18,458
-290
680
$469K 0.01%
2,721
+763
681
$468K 0.01%
3,625
+1,159
682
$466K 0.01%
3,540
+959
683
$463K 0.01%
+2,764
684
$461K 0.01%
10,578
+184
685
$457K 0.01%
5,453
-1
686
$456K 0.01%
3,397
-291
687
$454K 0.01%
6,644
+1,779
688
$453K 0.01%
28,243
+8,653
689
$453K 0.01%
+5,431
690
$452K 0.01%
64,531
+1,351
691
$451K 0.01%
10,388
-1,222
692
$451K 0.01%
15,203
-67
693
$451K 0.01%
22,085
694
$451K 0.01%
6,697
-353
695
$449K 0.01%
9,322
+930
696
$446K 0.01%
13,480
-198
697
$444K 0.01%
+6,195
698
$443K 0.01%
1,824
699
$441K 0.01%
3,631
+99
700
$440K 0.01%
5,388
-18
26 27
28
29 30