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
$3.2B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.78M
3
+$3.67M
4
TPR icon
Tapestry
TPR
+$3.46M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.15M

Top Sells

1
+$6.73M
2
+$5.06M
3
+$4.68M
4
MAT icon
Mattel
MAT
+$3.58M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.14M

Sector Composition

1 Energy 11.14%
2 Technology 9.83%
3 Financials 9.8%
4 Healthcare 9.34%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$280K 0.01%
1,365
-135
777
$279K 0.01%
8,765
778
$277K 0.01%
3,020
779
$276K 0.01%
4,704
-501
780
$275K 0.01%
1,138
781
$274K 0.01%
8,196
+174
782
$272K 0.01%
14,925
+701
783
$272K 0.01%
8,821
-69
784
$271K 0.01%
16,569
-4,300
785
$270K 0.01%
33,330
786
$270K 0.01%
+14,150
787
$268K 0.01%
8,357
+1,013
788
$264K 0.01%
+3,980
789
$264K 0.01%
2,424
-196
790
$261K 0.01%
33,421
+543
791
$261K 0.01%
651
+17
792
$258K 0.01%
7,734
+334
793
$257K 0.01%
12,812
-234
794
$257K 0.01%
12,415
-74
795
$256K 0.01%
13,830
-4,575
796
$254K 0.01%
4,296
797
$250K 0.01%
13,782
+273
798
$249K 0.01%
7,528
-17
799
$248K 0.01%
3,402
+10
800
$245K 0.01%
1,188
+1
30 31
32
33 34