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
$4.91B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$8.6M
3
+$6.83M
4
CHTR icon
Charter Communications
CHTR
+$6.13M
5
DFS
Discover Financial Services
DFS
+$6.09M

Top Sells

1
+$12.5M
2
+$6.59M
3
+$5.18M
4
OXY icon
Occidental Petroleum
OXY
+$4.97M
5
MSFT icon
Microsoft
MSFT
+$4.15M

Sector Composition

1 Technology 15.59%
2 Healthcare 10.4%
3 Energy 9.62%
4 Financials 7.21%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$62.7K ﹤0.01%
1,492
777
$60.8K ﹤0.01%
229
-64
778
$60.6K ﹤0.01%
+399
779
$59.2K ﹤0.01%
2,683
-1,324
780
$58.8K ﹤0.01%
436
-44
781
$58.5K ﹤0.01%
422
-35
782
$56.4K ﹤0.01%
337
-18
783
$56.2K ﹤0.01%
+7,017
784
$54.5K ﹤0.01%
1,100
-55
785
$53.3K ﹤0.01%
1,974
786
$53K ﹤0.01%
844
-287
787
$52.2K ﹤0.01%
535
788
$51.4K ﹤0.01%
798
789
$51.2K ﹤0.01%
623
-87
790
$50.6K ﹤0.01%
215
791
$50.4K ﹤0.01%
500
-761
792
$50.1K ﹤0.01%
2,491
-1,621
793
$49.4K ﹤0.01%
1,890
794
$48.9K ﹤0.01%
544
-151
795
$48.7K ﹤0.01%
5,268
-1,809
796
$48.6K ﹤0.01%
1,136
-613
797
$47.9K ﹤0.01%
1,443
-488
798
$47.7K ﹤0.01%
211
-21
799
$47.1K ﹤0.01%
635
-287
800
$47K ﹤0.01%
697
-2,878
30 31
32
33 34