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
$6.07B
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.8M
3
+$7.64M
4
AMD icon
Advanced Micro Devices
AMD
+$5.97M
5
CMG icon
Chipotle Mexican Grill
CMG
+$5.81M

Top Sells

1
+$17.9M
2
+$13.7M
3
+$13.5M
4
AMZN icon
Amazon
AMZN
+$11.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.2M

Sector Composition

1 Technology 16.76%
2 Healthcare 10.51%
3 Financials 7.83%
4 Energy 7.13%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$588K 0.01%
35,361
-3,007
702
$583K 0.01%
20,375
-19,349
703
$580K 0.01%
9,678
+1,276
704
$569K 0.01%
5,499
-81
705
$567K 0.01%
15,631
-38,261
706
$565K 0.01%
46,500
+12,500
707
$565K 0.01%
17,067
+1,285
708
$562K 0.01%
12,741
-254
709
$561K 0.01%
4,261
-408
710
$555K 0.01%
2,663
-56
711
$554K 0.01%
7,440
-522
712
$554K 0.01%
+2,832
713
$550K 0.01%
14,247
+304
714
$547K 0.01%
11,839
-301
715
$545K 0.01%
4,105
+292
716
$545K 0.01%
2,972
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717
$537K 0.01%
8,057
+1,011
718
$533K 0.01%
1,776
-544
719
$531K 0.01%
23,328
720
$528K 0.01%
7,155
721
$528K 0.01%
6,721
-251
722
$525K 0.01%
5,954
-2,408
723
$524K 0.01%
45,500
+1,500
724
$521K 0.01%
+6,900
725
$510K 0.01%
20,742
+14,544
27 28
29
30 31