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
$5.5B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.62M
3
+$6.83M
4
BA icon
Boeing
BA
+$6.78M
5
PTON icon
Peloton Interactive
PTON
+$5.62M

Top Sells

1
+$41.2M
2
+$10M
3
+$8.09M
4
AAPL icon
Apple
AAPL
+$7.52M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.42M

Sector Composition

1 Technology 15.5%
2 Healthcare 12.02%
3 Financials 8.44%
4 Consumer Discretionary 7.62%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$204K ﹤0.01%
+5,887
877
$202K ﹤0.01%
2,770
-512
878
$195K ﹤0.01%
52,421
+2,194
879
$193K ﹤0.01%
13,540
880
$192K ﹤0.01%
+13,069
881
$184K ﹤0.01%
12,375
+177
882
$179K ﹤0.01%
13,591
883
$175K ﹤0.01%
2,615
-111
884
$168K ﹤0.01%
12,604
+574
885
$163K ﹤0.01%
+11,000
886
$157K ﹤0.01%
+17,452
887
$153K ﹤0.01%
55,942
+2,032
888
$143K ﹤0.01%
10,324
-308,167
889
$142K ﹤0.01%
10,444
890
$140K ﹤0.01%
24,159
-25,445
891
$119K ﹤0.01%
10,000
892
$119K ﹤0.01%
12,000
893
$113K ﹤0.01%
+1,110
894
$109K ﹤0.01%
11,711
+21
895
$94K ﹤0.01%
21,695
+25
896
$89K ﹤0.01%
+13,000
897
$84K ﹤0.01%
+15,508
898
$64K ﹤0.01%
11,827
899
$60K ﹤0.01%
17,557
+1,135
900
$57K ﹤0.01%
28,136
34 35
36
37 38