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
826
$129K ﹤0.01%
13,811
+378
827
$112K ﹤0.01%
28,636
-1,000
828
$112K ﹤0.01%
19,989
+5,604
829
$105K ﹤0.01%
10,000
830
$102K ﹤0.01%
10,990
+540
831
$97K ﹤0.01%
11,648
+22
832
$95K ﹤0.01%
26,457
-2,125
833
$91K ﹤0.01%
12,000
834
$81K ﹤0.01%
5,517
835
$80K ﹤0.01%
15,260
836
$77K ﹤0.01%
2,932
+61
837
$73K ﹤0.01%
10,513
+90
838
$60K ﹤0.01%
30,190
839
$59K ﹤0.01%
21,943
+228
840
$44K ﹤0.01%
11,314
+669
841
$44K ﹤0.01%
10,900
842
$44K ﹤0.01%
15,741
843
$37K ﹤0.01%
15,907
-1,779
844
$36K ﹤0.01%
+14,728
845
$33K ﹤0.01%
67
846
$29K ﹤0.01%
+11,295
847
$19K ﹤0.01%
12,340
-2,747
848
$10K ﹤0.01%
+60
849
$3K ﹤0.01%
+20,714
850
– –
-23,867
32 33
34
35 36