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
$5.42B
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$14.3M
3
+$14M
4
DVY icon
iShares Select Dividend ETF
DVY
+$12.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$12.1M

Top Sells

1
+$10.2M
2
+$8.93M
3
+$8.87M
4
AAPL icon
Apple
AAPL
+$8.51M
5
AMZN icon
Amazon
AMZN
+$6.09M

Sector Composition

1 Technology 13.21%
2 Healthcare 11.4%
3 Energy 9.85%
4 Financials 8.03%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$219K ﹤0.01%
17,437
827
$219K ﹤0.01%
15,531
828
$217K ﹤0.01%
6,977
-4,727
829
$217K ﹤0.01%
+2,243
830
$217K ﹤0.01%
1,671
-26
831
$215K ﹤0.01%
26,895
-1,168
832
$214K ﹤0.01%
+5,782
833
$214K ﹤0.01%
+4,245
834
$214K ﹤0.01%
2,450
-105
835
$214K ﹤0.01%
12,771
836
$214K ﹤0.01%
1,561
+48
837
$213K ﹤0.01%
+5,884
838
$212K ﹤0.01%
+6,558
839
$212K ﹤0.01%
+998
840
$212K ﹤0.01%
+2,509
841
$211K ﹤0.01%
+4,223
842
$211K ﹤0.01%
+2,722
843
$210K ﹤0.01%
+6,057
844
$209K ﹤0.01%
+4,232
845
$208K ﹤0.01%
+785
846
$208K ﹤0.01%
1,975
847
$207K ﹤0.01%
3,783
+2
848
$206K ﹤0.01%
+2,183
849
$205K ﹤0.01%
1,781
+47
850
$205K ﹤0.01%
+18,100
32 33
34
35 36