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
$3.2B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.78M
3
+$3.67M
4
TPR icon
Tapestry
TPR
+$3.46M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.15M

Top Sells

1
+$6.73M
2
+$5.06M
3
+$4.68M
4
MAT icon
Mattel
MAT
+$3.58M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.14M

Sector Composition

1 Energy 11.14%
2 Technology 9.83%
3 Financials 9.8%
4 Healthcare 9.34%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$106K ﹤0.01%
+1,890
852
$104K ﹤0.01%
+2,511
853
$102K ﹤0.01%
2,235
854
$100K ﹤0.01%
36,410
855
$100K ﹤0.01%
2,524
-1,035
856
$97K ﹤0.01%
11,415
857
$96K ﹤0.01%
2,805
-2,052
858
$95K ﹤0.01%
+1,225
859
$76K ﹤0.01%
3,736
-199
860
$75K ﹤0.01%
5,935
-630
861
$74K ﹤0.01%
+1,414
862
$65K ﹤0.01%
+1,324
863
$63K ﹤0.01%
67
864
$58K ﹤0.01%
997
+472
865
$54K ﹤0.01%
2,408
-94
866
$51K ﹤0.01%
10,700
867
$50K ﹤0.01%
14,676
-1,921
868
$49K ﹤0.01%
+1,960
869
$46K ﹤0.01%
+1,919
870
$45K ﹤0.01%
1,394
-339
871
$43K ﹤0.01%
+5,114
872
$43K ﹤0.01%
2,519
873
$43K ﹤0.01%
+355
874
$43K ﹤0.01%
1,200
-67
875
$41K ﹤0.01%
868
+125
33 34
35
36 37