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
726
$192K ﹤0.01%
3,000
727
$189K ﹤0.01%
2,546
-2
728
$186K ﹤0.01%
22,000
-10,000
729
$184K ﹤0.01%
1,343
-470
730
$183K ﹤0.01%
2,688
-434
731
$182K ﹤0.01%
23,656
-4,000
732
$180K ﹤0.01%
19,000
-20,000
733
$180K ﹤0.01%
4,481
-223
734
$180K ﹤0.01%
2,205
+31
735
$179K ﹤0.01%
6,538
736
$178K ﹤0.01%
+6,991
737
$174K ﹤0.01%
+7,281
738
$173K ﹤0.01%
4,383
-8,282
739
$167K ﹤0.01%
+5,641
740
$163K ﹤0.01%
28,136
741
$158K ﹤0.01%
8,107
-4,250
742
$158K ﹤0.01%
+3,124
743
$156K ﹤0.01%
6,822
744
$154K ﹤0.01%
958
-36
745
$152K ﹤0.01%
1,696
-505
746
$152K ﹤0.01%
+1,925
747
$151K ﹤0.01%
+1,750
748
$150K ﹤0.01%
2,301
-115
749
$150K ﹤0.01%
1,580
-23
750
$150K ﹤0.01%
7,389
28 29
30
31 32