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
$5.42B
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$14.3M
3
+$14M
4
DVY icon
iShares Select Dividend ETF
DVY
+$12.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$12.1M

Top Sells

1
+$10.2M
2
+$8.93M
3
+$8.87M
4
AAPL icon
Apple
AAPL
+$8.51M
5
AMZN icon
Amazon
AMZN
+$6.09M

Sector Composition

1 Technology 13.21%
2 Healthcare 11.4%
3 Energy 9.85%
4 Financials 8.03%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$442K 0.01%
11,417
-2,314
702
$439K 0.01%
4,022
-69
703
$437K 0.01%
5,372
+17
704
$436K 0.01%
11,955
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705
$436K 0.01%
3,251
+235
706
$435K 0.01%
7,130
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707
$435K 0.01%
14,273
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708
$427K 0.01%
+12,325
709
$427K 0.01%
10,280
-7,894
710
$421K 0.01%
6,918
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711
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712
$415K 0.01%
6,053
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713
$414K 0.01%
10,604
714
$411K 0.01%
7,515
-2,062
715
$410K 0.01%
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716
$408K 0.01%
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$394K 0.01%
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719
$389K 0.01%
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720
$388K 0.01%
7,869
721
$386K 0.01%
1,268
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722
$384K 0.01%
3,430
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723
$383K 0.01%
4,628
+2,254
724
$383K 0.01%
2,280
+28
725
$383K 0.01%
6,305
+28
27 28
29
30 31