BF

BOK Financial Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1 +$7.15M
2 +$7.13M
3 +$6.67M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.35M
5
ULTA icon
Ulta Beauty
ULTA
+$4.84M

Top Sells

1 +$34.2M
2 +$21.9M
3 +$17.2M
4
JPM icon
JPMorgan Chase
JPM
+$10.5M
5
GE icon
GE Aerospace
GE
+$9.95M

Sector Composition

1 Energy 12.28%
2 Industrials 10.43%
3 Healthcare 10.35%
4 Technology 9.08%
5 Financials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-32,817
877
-12,606
878
-43,590
879
-15,420
880
-18,400
881
-2,029
882
$0 ﹤0.01%
20,000
883
-4,017
884
-35,680
885
-10,294
886
-30,107
887
-5,308
888
-1,258