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
$5.64B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$26.8M
3
+$8.59M
4
VRT icon
Vertiv
VRT
+$3.47M
5
FE icon
FirstEnergy
FE
+$3.46M

Top Sells

1
+$55.2M
2
+$19M
3
+$13.2M
4
SLB icon
SLB Ltd
SLB
+$12.9M
5
NXRT
NexPoint Residential Trust
NXRT
+$7.57M

Sector Composition

1 Technology 16.77%
2 Financials 8.2%
3 Energy 7.83%
4 Healthcare 7.72%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$48.2K ﹤0.01%
737
827
$47.6K ﹤0.01%
+675
828
$47.2K ﹤0.01%
468
829
$46.9K ﹤0.01%
216
830
$46.3K ﹤0.01%
939
+8
831
$46.1K ﹤0.01%
+268
832
$45.3K ﹤0.01%
+502
833
$45.1K ﹤0.01%
+305
834
$44.8K ﹤0.01%
+5,250
835
$44K ﹤0.01%
+1,752
836
$43.8K ﹤0.01%
+1,750
837
$43.8K ﹤0.01%
+1,808
838
$43.6K ﹤0.01%
+290
839
$42.9K ﹤0.01%
504
+4
840
$42.5K ﹤0.01%
1,750
841
$42K ﹤0.01%
363
-43
842
$41.8K ﹤0.01%
114
-17
843
$41.6K ﹤0.01%
+3,500
844
$41.1K ﹤0.01%
+775
845
$40.4K ﹤0.01%
223
846
$40.4K ﹤0.01%
3,247
847
$40.2K ﹤0.01%
625
+581
848
$39.6K ﹤0.01%
+777
849
$39.5K ﹤0.01%
1,764
+1,710
850
$39.2K ﹤0.01%
+200
32 33
34
35 36