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
$4.25B
AUM Growth
+$781M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$10.3M
3
+$5.87M
4
AMZN icon
Amazon
AMZN
+$5.16M
5
DOW icon
Dow Inc
DOW
+$4.47M

Top Sells

1
+$20.2M
2
+$16.7M
3
+$6.69M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.74M
5
RTN
Raytheon Company
RTN
+$4.59M

Sector Composition

1 Technology 16.54%
2 Healthcare 10.93%
3 Financials 8.8%
4 Industrials 6.74%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$237K 0.01%
+8,580
777
$234K 0.01%
4,506
-2,922
778
$232K 0.01%
5,976
-2,359
779
$231K 0.01%
+3,427
780
$230K 0.01%
2,951
-399
781
$228K 0.01%
+1,973
782
$226K 0.01%
2,760
-70
783
$226K 0.01%
1,617
-71
784
$226K 0.01%
+1,913
785
$225K 0.01%
9,097
-80,519
786
$225K 0.01%
7,420
787
$224K 0.01%
+1,603
788
$221K 0.01%
+4,500
789
$221K 0.01%
5,338
-4,150
790
$219K 0.01%
27,612
+1,150
791
$218K 0.01%
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792
$217K 0.01%
1,184
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793
$216K 0.01%
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794
$214K 0.01%
22,644
+1,921
795
$213K 0.01%
+5,226
796
$211K 0.01%
+5,966
797
$210K ﹤0.01%
+2,000
798
$209K ﹤0.01%
4,998
-3,017
799
$208K ﹤0.01%
+5,831
800
$206K ﹤0.01%
11,715
-7,632
30 31
32
33 34