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
851
$222K 0.01%
2,822
852
$221K 0.01%
+4,478
853
$220K 0.01%
1,582
+34
854
$220K 0.01%
+3,993
855
$219K 0.01%
+3,726
856
$218K 0.01%
1,846
+18
857
$216K 0.01%
5,545
-5,298
858
$216K 0.01%
+1,851
859
$215K 0.01%
1,449
860
$214K 0.01%
+42,565
861
$214K 0.01%
5,902
-4,410
862
$212K 0.01%
+4,828
863
$211K 0.01%
1,600
-1,006
864
$210K 0.01%
5,469
865
$210K 0.01%
6,525
-77,312
866
$209K 0.01%
+4,423
867
$208K 0.01%
1,625
-28
868
$208K 0.01%
+2,526
869
$205K 0.01%
+5,075
870
$205K 0.01%
+7,635
871
$205K 0.01%
+5,560
872
$204K 0.01%
11,643
873
$204K 0.01%
+5,868
874
$203K 0.01%
+3,599
875
$203K 0.01%
+2,738
33 34
35
36 37