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
$6.07B
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.8M
3
+$7.64M
4
AMD icon
Advanced Micro Devices
AMD
+$5.97M
5
CMG icon
Chipotle Mexican Grill
CMG
+$5.81M

Top Sells

1
+$17.9M
2
+$13.7M
3
+$13.5M
4
AMZN icon
Amazon
AMZN
+$11.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.2M

Sector Composition

1 Technology 16.76%
2 Healthcare 10.51%
3 Financials 7.83%
4 Energy 7.13%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$401K 0.01%
+3,373
777
$400K 0.01%
6,862
-44
778
$398K 0.01%
8,953
779
$397K 0.01%
4,057
-500
780
$396K 0.01%
1,653
-21
781
$389K 0.01%
11,375
+1,847
782
$386K 0.01%
9,689
-6,583
783
$385K 0.01%
12,621
+59
784
$384K 0.01%
2,200
-19
785
$377K 0.01%
2,197
+549
786
$375K 0.01%
24,326
787
$374K 0.01%
5,974
+855
788
$373K 0.01%
15,181
-552
789
$373K 0.01%
7,294
+405
790
$370K 0.01%
1,520
+39
791
$368K 0.01%
+8,681
792
$366K 0.01%
3,552
793
$363K 0.01%
6,802
+490
794
$363K 0.01%
35,845
-1,562
795
$363K 0.01%
1,095
-91
796
$362K 0.01%
16,196
+34
797
$362K 0.01%
5,861
-122
798
$360K 0.01%
425
+70
799
$355K 0.01%
12,918
+2
800
$355K 0.01%
3,217
+56
30 31
32
33 34