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
$3.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.1M
3
+$13.9M
4
SPGI icon
S&P Global
SPGI
+$8.26M
5
T icon
AT&T
T
+$7.86M

Top Sells

1
+$8.3M
2
+$6M
3
+$5.37M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.36M
5
LAZ icon
Lazard
LAZ
+$4.97M

Sector Composition

1 Technology 11%
2 Financials 9.64%
3 Energy 9.59%
4 Healthcare 9.16%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$336K 0.01%
3,809
+48
777
$336K 0.01%
9,051
+333
778
$333K 0.01%
5,052
+209
779
$332K 0.01%
9,394
+465
780
$332K 0.01%
6,602
+1,161
781
$332K 0.01%
13,349
782
$330K 0.01%
7,810
-656
783
$329K 0.01%
6,700
784
$326K 0.01%
6,903
+1,145
785
$325K 0.01%
5,353
+90
786
$324K 0.01%
2,106
-2,354
787
$319K 0.01%
2,870
+188
788
$312K 0.01%
+22,285
789
$312K 0.01%
6,021
+101
790
$312K 0.01%
8,195
791
$311K 0.01%
38,732
+619
792
$311K 0.01%
12,317
+2,635
793
$309K 0.01%
17,083
794
$308K 0.01%
716
+51
795
$302K 0.01%
10,450
+330
796
$301K 0.01%
10,541
+2,710
797
$301K 0.01%
+22,858
798
$300K 0.01%
5,158
+18
799
$298K 0.01%
16,550
800
$298K 0.01%
1,762
-1,733
30 31
32
33 34