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
$5.57B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$30.6M
3
+$6.98M
4
NOW icon
ServiceNow
NOW
+$6.16M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.47M

Top Sells

1
+$13.1M
2
+$7.59M
3
+$7.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.2M
5
CHTR icon
Charter Communications
CHTR
+$7.02M

Sector Composition

1 Technology 17.88%
2 Energy 8.89%
3 Financials 8.82%
4 Healthcare 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$56.9K ﹤0.01%
769
-19,819
852
$56K ﹤0.01%
406
-198
853
$55.7K ﹤0.01%
1,014
854
$54.4K ﹤0.01%
6,136
855
$54.4K ﹤0.01%
500
856
$54.2K ﹤0.01%
407
-32
857
$54.1K ﹤0.01%
1,212
858
$54.1K ﹤0.01%
13,006
-15
859
$53.5K ﹤0.01%
1,890
860
$52K ﹤0.01%
544
-94
861
$51.3K ﹤0.01%
729
-1
862
$50.7K ﹤0.01%
2,012
+180
863
$50.7K ﹤0.01%
+573
864
$50K ﹤0.01%
131
+14
865
$49.6K ﹤0.01%
8,093
866
$48.5K ﹤0.01%
315
867
$48K ﹤0.01%
1,415
868
$47K ﹤0.01%
645
-150
869
$46.8K ﹤0.01%
658
-9
870
$46.6K ﹤0.01%
327
-178
871
$46.4K ﹤0.01%
855
872
$46.3K ﹤0.01%
+216
873
$46K ﹤0.01%
931
874
$44.9K ﹤0.01%
3,408
-802
875
$44.4K ﹤0.01%
+1,500
33 34
35
36 37