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
801
$297K 0.01%
9,260
-113
802
$296K 0.01%
6,056
-179
803
$294K 0.01%
1,140
-86
804
$293K 0.01%
3,299
-2,191
805
$290K 0.01%
3,668
-1,525
806
$287K 0.01%
4,241
+601
807
$286K 0.01%
20,253
808
$286K 0.01%
6,263
-72
809
$286K 0.01%
5,391
-267
810
$283K 0.01%
7,878
+778
811
$281K 0.01%
8,962
-1
812
$279K 0.01%
6,412
+129
813
$279K 0.01%
19,126
-970
814
$278K 0.01%
3,538
+77
815
$276K 0.01%
3,830
+332
816
$276K 0.01%
+4,914
817
$275K 0.01%
4,163
818
$270K 0.01%
+5,132
819
$267K 0.01%
6,000
820
$267K 0.01%
+6,484
821
$266K 0.01%
+3,885
822
$266K 0.01%
+4,214
823
$262K 0.01%
+764
824
$259K 0.01%
5,353
+225
825
$259K 0.01%
1,711
+157
31 32
33
34 35