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
701
$244K ﹤0.01%
2,699
-1,233
702
$243K ﹤0.01%
2,542
+13
703
$243K ﹤0.01%
+6,169
704
$241K ﹤0.01%
+2,606
705
$241K ﹤0.01%
2,618
-88
706
$237K ﹤0.01%
1,997
+36
707
$235K ﹤0.01%
9,735
+3,448
708
$235K ﹤0.01%
4,538
+544
709
$233K ﹤0.01%
1,824
-301
710
$227K ﹤0.01%
3,894
-376
711
$227K ﹤0.01%
+7,834
712
$223K ﹤0.01%
27,298
713
$207K ﹤0.01%
5,412
-6
714
$206K ﹤0.01%
3,880
-31
715
$204K ﹤0.01%
2,199
716
$203K ﹤0.01%
2,013
+1,072
717
$201K ﹤0.01%
12,700
+700
718
$200K ﹤0.01%
8,964
+4,186
719
$200K ﹤0.01%
4,366
-17
720
$198K ﹤0.01%
2,375
-20
721
$197K ﹤0.01%
84,700
+30,000
722
$197K ﹤0.01%
3,353
+1,051
723
$196K ﹤0.01%
809
-287
724
$195K ﹤0.01%
11,890
-2,672
725
$193K ﹤0.01%
2,100
27 28
29
30 31