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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$295K 0.01%
+25,040
777
$293K 0.01%
6,572
-1,340
778
$292K 0.01%
4,704
+204
779
$291K 0.01%
5,212
-912
780
$291K 0.01%
10,796
781
$291K 0.01%
3,806
782
$289K 0.01%
5,888
-125
783
$288K 0.01%
6,534
-67,326
784
$288K 0.01%
5,790
-1,947
785
$287K 0.01%
30,356
-8,400
786
$287K 0.01%
27
+3
787
$287K 0.01%
7,585
-12,860
788
$286K 0.01%
1,098
+98
789
$286K 0.01%
8,415
-1,700
790
$283K 0.01%
10,404
791
$282K 0.01%
5,397
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792
$282K 0.01%
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793
$279K 0.01%
27,038
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794
$279K 0.01%
2,265
795
$278K 0.01%
2,320
+233
796
$277K 0.01%
12,534
-31,812
797
$276K 0.01%
+22,721
798
$273K 0.01%
6,642
799
$267K 0.01%
3,065
800
$266K 0.01%
44,756
+505
30 31
32
33 34