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
$4.91B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$8.6M
3
+$6.83M
4
CHTR icon
Charter Communications
CHTR
+$6.13M
5
DFS
Discover Financial Services
DFS
+$6.09M

Top Sells

1
+$12.5M
2
+$6.59M
3
+$5.18M
4
OXY icon
Occidental Petroleum
OXY
+$4.97M
5
MSFT icon
Microsoft
MSFT
+$4.15M

Sector Composition

1 Technology 15.59%
2 Healthcare 10.4%
3 Energy 9.62%
4 Financials 7.21%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$37.7K ﹤0.01%
94
-93
827
$37K ﹤0.01%
280
-151
828
$37K ﹤0.01%
227
+127
829
$36.8K ﹤0.01%
790
-59
830
$36.1K ﹤0.01%
1,200
831
$35.6K ﹤0.01%
568
-28,093
832
$34.8K ﹤0.01%
281
-627
833
$34.5K ﹤0.01%
188
-116
834
$33.8K ﹤0.01%
572
-259
835
$33.1K ﹤0.01%
881
-396
836
$32.5K ﹤0.01%
375
-315
837
$32.4K ﹤0.01%
+2,315
838
$31.5K ﹤0.01%
1,412
-314
839
$31.5K ﹤0.01%
270
+120
840
$31.4K ﹤0.01%
216
-28
841
$31.2K ﹤0.01%
552
-1,342
842
$30.6K ﹤0.01%
1,328
-462
843
$30.6K ﹤0.01%
2,953
844
$29K ﹤0.01%
660
-695
845
$28.5K ﹤0.01%
190
-62
846
$27.6K ﹤0.01%
+192
847
$26.7K ﹤0.01%
913
-473
848
$26.6K ﹤0.01%
+1,000
849
$26.5K ﹤0.01%
886
-832
850
$26.3K ﹤0.01%
1,478
-350
32 33
34
35 36