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
$2.98B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.94M
3
+$4.6M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$4.58M
5
IVZ icon
Invesco
IVZ
+$4.16M

Top Sells

1
+$12.5M
2
+$10.4M
3
+$7.1M
4
LLY icon
Eli Lilly
LLY
+$6.59M
5
WFC icon
Wells Fargo
WFC
+$5.76M

Sector Composition

1 Energy 19.69%
2 Industrials 8.59%
3 Financials 8.52%
4 Technology 7.79%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$216K 0.01%
+3,815
827
$216K 0.01%
4,691
828
$216K 0.01%
7,977
829
$213K 0.01%
2,811
-981
830
$213K 0.01%
+4,611
831
$212K 0.01%
2,701
-203
832
$211K 0.01%
3,703
-1,279
833
$210K 0.01%
+1,810
834
$210K 0.01%
+2,348
835
$210K 0.01%
12,329
-16
836
$208K 0.01%
+1,330
837
$208K 0.01%
+2,692
838
$206K 0.01%
+1,386
839
$204K 0.01%
+30,267
840
$201K 0.01%
3,740
-672
841
$201K 0.01%
+4,597
842
$201K 0.01%
+5,469
843
$201K 0.01%
+5,719
844
$201K 0.01%
+6,288
845
$200K 0.01%
7,400
846
$197K 0.01%
16,663
+514
847
$192K 0.01%
1,389
848
$191K 0.01%
+10,412
849
$189K 0.01%
14,887
+2,095
850
$188K 0.01%
10,511
+411
32 33
34
35 36