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
701
$273K 0.01%
+5,890
702
$273K 0.01%
2,645
+395
703
$272K 0.01%
+3,598
704
$271K 0.01%
4,639
+213
705
$270K 0.01%
1,198
+100
706
$270K 0.01%
5,635
-69,835
707
$270K 0.01%
+5,505
708
$267K 0.01%
+17,095
709
$266K 0.01%
5,364
-347
710
$264K 0.01%
+4,610
711
$262K 0.01%
+5,269
712
$260K 0.01%
20,836
+3,071
713
$260K 0.01%
+3,898
714
$259K 0.01%
+1,845
715
$258K 0.01%
+1,521
716
$256K 0.01%
+5,664
717
$253K 0.01%
+5,403
718
$251K 0.01%
+10,480
719
$249K 0.01%
+7,607
720
$247K 0.01%
+5,906
721
$246K 0.01%
+5,314
722
$246K 0.01%
+4,698
723
$245K 0.01%
3,613
-1,645
724
$245K 0.01%
+6,563
725
$244K 0.01%
+2,610
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