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
$4.91B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1 +$9.89M
2 +$8.6M
3 +$6.83M
4
CHTR icon
Charter Communications
CHTR
+$6.13M
5
DFS
Discover Financial Services
DFS
+$6.09M

Top Sells

1 +$12.5M
2 +$6.59M
3 +$5.18M
4
OXY icon
Occidental Petroleum
OXY
+$4.97M
5
MSFT icon
Microsoft
MSFT
+$4.15M

Sector Composition

1 Technology 15.59%
2 Healthcare 10.4%
3 Energy 9.62%
4 Financials 7.21%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$19.6K ﹤0.01%
1,230
-3,181
877
$19.5K ﹤0.01%
+173
878
$18.5K ﹤0.01%
141
-19
879
$18.5K ﹤0.01%
+544
880
$18.5K ﹤0.01%
525
881
$18.4K ﹤0.01%
151
+83
882
$18K ﹤0.01%
3,000
883
$17.9K ﹤0.01%
511
884
$17.6K ﹤0.01%
215
-206
885
$17.6K ﹤0.01%
812
-33
886
$17.1K ﹤0.01%
2,274
+2,000
887
$17K ﹤0.01%
188
888
$16.5K ﹤0.01%
714
889
$15.6K ﹤0.01%
85
890
$15.6K ﹤0.01%
657
-66
891
$15.4K ﹤0.01%
331
-342
892
$15.2K ﹤0.01%
200
-369
893
$14.8K ﹤0.01%
250
894
$14.7K ﹤0.01%
274
-132
895
$14.6K ﹤0.01%
471
-176
896
$14.5K ﹤0.01%
1,850
-1,796
897
$14.5K ﹤0.01%
275
898
$14.4K ﹤0.01%
+1,240
899
$14.3K ﹤0.01%
224
-7,256
900
$14.2K ﹤0.01%
250
-125