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
$5.57B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$30.6M
3
+$6.98M
4
NOW icon
ServiceNow
NOW
+$6.16M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.47M

Top Sells

1
+$13.1M
2
+$7.59M
3
+$7.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.2M
5
CHTR icon
Charter Communications
CHTR
+$7.02M

Sector Composition

1 Technology 17.88%
2 Energy 8.89%
3 Financials 8.82%
4 Healthcare 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$44.2K ﹤0.01%
737
-31
877
$42.9K ﹤0.01%
1,489
-629
878
$41.5K ﹤0.01%
1,750
879
$41.1K ﹤0.01%
223
+19
880
$41.1K ﹤0.01%
500
881
$41.1K ﹤0.01%
+6,656
882
$40.9K ﹤0.01%
337
883
$40.5K ﹤0.01%
2,953
884
$39.2K ﹤0.01%
+300
885
$38.8K ﹤0.01%
1,252
-502
886
$37.5K ﹤0.01%
3,247
887
$37.1K ﹤0.01%
1,200
888
$36.9K ﹤0.01%
180
-144
889
$36.3K ﹤0.01%
468
-790
890
$36.3K ﹤0.01%
2,232
891
$35.9K ﹤0.01%
747
-260
892
$33.9K ﹤0.01%
+742
893
$33.6K ﹤0.01%
400
894
$32.1K ﹤0.01%
962
-385
895
$31.6K ﹤0.01%
583
896
$31.4K ﹤0.01%
202
-70
897
$30.9K ﹤0.01%
488
898
$30.9K ﹤0.01%
+375
899
$30.3K ﹤0.01%
+600
900
$28.8K ﹤0.01%
+795
34 35
36
37 38