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
$4.55B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$16.8M
3
+$10.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.13M
5
MSFT icon
Microsoft
MSFT
+$8.97M

Top Sells

1
+$20.7M
2
+$7.47M
3
+$6.13M
4
ADBE icon
Adobe
ADBE
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$5.3M

Sector Composition

1 Technology 16.83%
2 Healthcare 11.06%
3 Financials 7.71%
4 Consumer Discretionary 7.33%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$293K 0.01%
866
-42
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$292K 0.01%
+4,594
728
$290K 0.01%
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$265K 0.01%
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750
$264K 0.01%
5,608
-15
28 29
30
31 32