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
701
$439K 0.01%
12,783
-268
702
$437K 0.01%
4,033
-352
703
$437K 0.01%
3,585
+238
704
$436K 0.01%
7,027
+126
705
$435K 0.01%
5,499
-6
706
$434K 0.01%
15,575
-133
707
$434K 0.01%
4,664
+306
708
$428K 0.01%
3,505
-26
709
$424K 0.01%
23,524
-145,149
710
$421K 0.01%
3,887
+304
711
$420K 0.01%
23,565
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712
$420K 0.01%
7,935
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713
$418K 0.01%
28,683
-427
714
$417K 0.01%
3,347
-28
715
$414K 0.01%
4,872
716
$413K 0.01%
5,644
-266
717
$413K 0.01%
+31,487
718
$411K 0.01%
2,809
-11
719
$409K 0.01%
7,722
+2,096
720
$407K 0.01%
8,072
-3,035
721
$404K 0.01%
21,169
+1,788
722
$404K 0.01%
+14,053
723
$400K 0.01%
33,000
724
$396K 0.01%
31,665
725
$396K 0.01%
6,755
+184
27 28
29
30 31