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
851
$25.8K ﹤0.01%
940
852
$25.6K ﹤0.01%
600
853
$25K ﹤0.01%
216
-114
854
$24.8K ﹤0.01%
184
855
$24.2K ﹤0.01%
1,229
+525
856
$24.2K ﹤0.01%
14,550
857
$24K ﹤0.01%
544
858
$23.9K ﹤0.01%
169
-82
859
$23.7K ﹤0.01%
1,547
-23
860
$23.7K ﹤0.01%
500
861
$23.6K ﹤0.01%
303
-143
862
$23.5K ﹤0.01%
349
-126
863
$23.5K ﹤0.01%
400
864
$23.4K ﹤0.01%
303
-119
865
$23.3K ﹤0.01%
311
+94
866
$22.5K ﹤0.01%
794
-435
867
$22.1K ﹤0.01%
291
868
$21.8K ﹤0.01%
438
-57
869
$21.6K ﹤0.01%
192
-92
870
$21.6K ﹤0.01%
2,807
-1,969
871
$21.5K ﹤0.01%
347
+47
872
$21.1K ﹤0.01%
39
-62
873
$21K ﹤0.01%
793
874
$20.9K ﹤0.01%
125
-15
875
$20K ﹤0.01%
140
33 34
35
36 37