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
$3.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$16.1M
3 +$13.9M
4
SPGI icon
S&P Global
SPGI
+$8.26M
5
T icon
AT&T
T
+$7.86M

Top Sells

1 +$8.3M
2 +$6M
3 +$5.37M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.36M
5
LAZ icon
Lazard
LAZ
+$4.97M

Sector Composition

1 Technology 11%
2 Financials 9.64%
3 Energy 9.59%
4 Healthcare 9.16%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$186K 0.01%
2,403
-1,159
877
$178K ﹤0.01%
10,458
878
$177K ﹤0.01%
10,614
-806
879
$176K ﹤0.01%
11,790
880
$171K ﹤0.01%
6,078
+2,303
881
$166K ﹤0.01%
+11,244
882
$165K ﹤0.01%
10,405
883
$153K ﹤0.01%
+10,303
884
$151K ﹤0.01%
+14,210
885
$151K ﹤0.01%
16,198
-900
886
$148K ﹤0.01%
14,840
-1,560
887
$148K ﹤0.01%
25,192
-1,540
888
$144K ﹤0.01%
18,563
+1,555
889
$143K ﹤0.01%
11,000
890
$139K ﹤0.01%
3,828
+188
891
$138K ﹤0.01%
10,500
892
$118K ﹤0.01%
23,650
893
$113K ﹤0.01%
17,555
-945
894
$109K ﹤0.01%
+11,365
895
$99K ﹤0.01%
2,650
-1,550
896
$96K ﹤0.01%
14,693
+10
897
$95K ﹤0.01%
2,201
+90
898
$89K ﹤0.01%
33,065
899
$87K ﹤0.01%
1,872
900
$79K ﹤0.01%
3,830
-55,426