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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$265K 0.01%
8,729
-7,301
802
$265K 0.01%
+2,400
803
$265K 0.01%
11,865
+1,058
804
$264K 0.01%
3,205
+21
805
$261K 0.01%
12,060
806
$261K 0.01%
8,467
-1,516
807
$261K 0.01%
12,903
+1,845
808
$261K 0.01%
4,841
-344
809
$261K 0.01%
6,683
810
$260K 0.01%
11,345
-3,079
811
$260K 0.01%
+17,852
812
$260K 0.01%
+1,514
813
$259K 0.01%
2,066
-15
814
$258K 0.01%
24,362
-8,809
815
$258K 0.01%
7,128
+250
816
$257K 0.01%
5,864
-4,809
817
$257K 0.01%
+2,921
818
$257K 0.01%
+2,630
819
$256K 0.01%
2,401
-1,216
820
$256K 0.01%
+5,263
821
$256K 0.01%
460
+14
822
$255K 0.01%
+10,094
823
$255K 0.01%
4,386
-332
824
$253K 0.01%
2,389
+20
825
$253K 0.01%
2,036
-228
31 32
33
34 35