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
$3.01B
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.43M
3
+$5.39M
4
AMGN icon
Amgen
AMGN
+$5.03M
5
GME icon
GameStop
GME
+$4.69M

Top Sells

1
+$8.71M
2
+$7.96M
3
+$7.34M
4
PEP icon
PepsiCo
PEP
+$6.55M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$6.05M

Sector Composition

1 Energy 18.52%
2 Financials 8.68%
3 Industrials 8.49%
4 Healthcare 8.36%
5 Technology 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.7M 0.39%
167,034
+14,064
52
$11.4M 0.38%
176,116
-3,542
53
$11.3M 0.37%
237,195
+7,062
54
$11.2M 0.37%
216,106
+59,167
55
$11.2M 0.37%
152,023
-11,895
56
$11.2M 0.37%
113,972
-4,739
57
$10.8M 0.36%
147,759
-5,132
58
$10.5M 0.35%
205,020
-19,050
59
$10.5M 0.35%
128,339
+7,421
60
$10.4M 0.34%
118,978
-1,224
61
$10.2M 0.34%
159,659
-7,903
62
$10.1M 0.33%
142,932
+11,351
63
$10.1M 0.33%
40,129
+940
64
$10M 0.33%
268,462
+5,744
65
$9.95M 0.33%
135,265
+8,685
66
$9.95M 0.33%
175,426
+5,754
67
$9.94M 0.33%
257,097
+2,348
68
$9.73M 0.32%
140,858
-12,056
69
$9.63M 0.32%
224,698
-5,371
70
$9.53M 0.32%
119,038
+3,620
71
$9.41M 0.31%
100,242
+14,926
72
$9.12M 0.3%
93,548
+5,721
73
$9.08M 0.3%
380,288
-21,066
74
$9.06M 0.3%
121,340
-7,490
75
$9.03M 0.3%
243,974
+71,941
1 2
3
4 5