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
676
$268K ﹤0.01%
2,897
-316
677
$267K ﹤0.01%
+3,525
678
$267K ﹤0.01%
672
-16
679
$263K ﹤0.01%
6,643
+3,449
680
$263K ﹤0.01%
4,237
+2,372
681
$262K ﹤0.01%
+16,361
682
$260K ﹤0.01%
+30,900
683
$260K ﹤0.01%
1,068
-161
684
$257K ﹤0.01%
3,505
685
$256K ﹤0.01%
12,771
686
$256K ﹤0.01%
3,268
-2,815
687
$256K ﹤0.01%
6,101
688
$254K ﹤0.01%
+3,405
689
$253K ﹤0.01%
10,437
+2,744
690
$252K ﹤0.01%
3,160
-12
691
$251K ﹤0.01%
+16,531
692
$250K ﹤0.01%
3,392
-500
693
$249K ﹤0.01%
1,762
+81
694
$249K ﹤0.01%
4,748
-354
695
$248K ﹤0.01%
2,006
+780
696
$248K ﹤0.01%
31,789
+17,013
697
$247K ﹤0.01%
+13,375
698
$246K ﹤0.01%
+3,434
699
$246K ﹤0.01%
+19,662
700
$245K ﹤0.01%
750
26 27
28
29 30