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
826
$252K 0.01%
4,914
+710
827
$251K 0.01%
5,062
+451
828
$250K 0.01%
4,052
829
$249K 0.01%
3,433
+101
830
$249K 0.01%
+6,076
831
$247K 0.01%
3,488
-25,875
832
$247K 0.01%
+821
833
$245K 0.01%
9,496
-226
834
$245K 0.01%
+4,368
835
$245K 0.01%
+1,974
836
$244K 0.01%
+13,642
837
$244K 0.01%
14,920
+31
838
$240K 0.01%
26,472
-1,468
839
$240K 0.01%
+4,834
840
$237K 0.01%
+9,723
841
$232K 0.01%
+2,637
842
$231K 0.01%
1,624
+46
843
$231K 0.01%
8,340
+238
844
$229K 0.01%
3,854
+114
845
$229K 0.01%
8,072
-1,380
846
$228K 0.01%
3,935
+200
847
$228K 0.01%
2,748
-10,772
848
$227K 0.01%
+7,265
849
$223K 0.01%
5,694
-537
850
$223K 0.01%
2,090
-16
32 33
34
35 36