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
801
$206K ﹤0.01%
+8,573
802
$206K ﹤0.01%
11,893
-570
803
$206K ﹤0.01%
6,411
-317
804
$205K ﹤0.01%
21,000
805
$203K ﹤0.01%
+2,613
806
$201K ﹤0.01%
+4,640
807
$200K ﹤0.01%
+1,642
808
$200K ﹤0.01%
13,532
809
$197K ﹤0.01%
11,278
810
$192K ﹤0.01%
14,000
811
$183K ﹤0.01%
30,123
-495
812
$176K ﹤0.01%
51,616
+29,987
813
$176K ﹤0.01%
13,540
814
$172K ﹤0.01%
23,375
-6,675
815
$170K ﹤0.01%
13,961
+1,412
816
$166K ﹤0.01%
48,768
-639
817
$163K ﹤0.01%
49,904
-1,300
818
$163K ﹤0.01%
+18,233
819
$157K ﹤0.01%
17,319
-7,261
820
$156K ﹤0.01%
+16,553
821
$153K ﹤0.01%
14,186
-650
822
$150K ﹤0.01%
18,156
823
$149K ﹤0.01%
19,365
-1,932
824
$144K ﹤0.01%
54,557
+16,639
825
$138K ﹤0.01%
+10,675
31 32
33
34 35