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
$2.84B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$4.24M
3 +$3.93M
4
AVB icon
AvalonBay Communities
AVB
+$3.71M
5
SRCLP
Stericycle, Inc
SRCLP
+$3.64M

Top Sells

1 +$11.6M
2 +$5.66M
3 +$3.52M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.07M
5
IVZ icon
Invesco
IVZ
+$2.93M

Sector Composition

1 Energy 12.87%
2 Healthcare 9.75%
3 Industrials 9.33%
4 Technology 9.19%
5 Consumer Staples 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
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877
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878
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879
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880
-6,444
881
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882
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883
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884
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885
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886
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887
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888
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889
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890
-193,874
891
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892
-118,000
893
-672
894
$0 ﹤0.01%
10,861
+128
895
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896
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897
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898
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899
0
900
-60