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
$4.91B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$8.6M
3
+$6.83M
4
CHTR icon
Charter Communications
CHTR
+$6.13M
5
DFS
Discover Financial Services
DFS
+$6.09M

Top Sells

1
+$12.5M
2
+$6.59M
3
+$5.18M
4
OXY icon
Occidental Petroleum
OXY
+$4.97M
5
MSFT icon
Microsoft
MSFT
+$4.15M

Sector Composition

1 Technology 15.59%
2 Healthcare 10.4%
3 Energy 9.62%
4 Financials 7.21%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$136K ﹤0.01%
844
-178
677
$135K ﹤0.01%
704
-317
678
$135K ﹤0.01%
777
-165
679
$134K ﹤0.01%
2,114
-253
680
$134K ﹤0.01%
+1,376
681
$133K ﹤0.01%
+1,375
682
$130K ﹤0.01%
2,469
-745
683
$129K ﹤0.01%
935
-331
684
$129K ﹤0.01%
1,378
685
$127K ﹤0.01%
7,389
-1,443
686
$126K ﹤0.01%
13,006
687
$125K ﹤0.01%
1,764
-5,618
688
$125K ﹤0.01%
674
-34
689
$125K ﹤0.01%
2,091
-652
690
$123K ﹤0.01%
+11,390
691
$123K ﹤0.01%
13,000
692
$123K ﹤0.01%
3,124
-507
693
$123K ﹤0.01%
2,779
694
$121K ﹤0.01%
11,589
695
$121K ﹤0.01%
938
-136
696
$121K ﹤0.01%
1,668
-589
697
$121K ﹤0.01%
2,322
-351
698
$120K ﹤0.01%
2,158
699
$117K ﹤0.01%
12,369
-8,063
700
$116K ﹤0.01%
3,376
-1,388
26 27
28
29 30