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
$5.64B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$26.8M
3 +$8.59M
4
VRT icon
Vertiv
VRT
+$3.47M
5
FE icon
FirstEnergy
FE
+$3.46M

Top Sells

1 +$55.2M
2 +$19M
3 +$13.2M
4
SLB icon
SLB Ltd
SLB
+$12.9M
5
NXRT
NexPoint Residential Trust
NXRT
+$7.57M

Sector Composition

1 Technology 16.77%
2 Financials 8.2%
3 Energy 7.83%
4 Healthcare 7.72%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$31.3K ﹤0.01%
+1,460
877
$31.1K ﹤0.01%
+1,900
878
$30.7K ﹤0.01%
+570
879
$30.7K ﹤0.01%
600
880
$29.7K ﹤0.01%
795
881
$29.1K ﹤0.01%
+330
882
$28.6K ﹤0.01%
+229
883
$28.3K ﹤0.01%
+450
884
$27.9K ﹤0.01%
+800
885
$27.5K ﹤0.01%
+199
886
$27K ﹤0.01%
190
+89
887
$26.8K ﹤0.01%
127
-202
888
$26.1K ﹤0.01%
408
-83
889
$25.8K ﹤0.01%
+205
890
$25.7K ﹤0.01%
+319
891
$25.6K ﹤0.01%
+263
892
$25.6K ﹤0.01%
+1,500
893
$25.1K ﹤0.01%
+110
894
$25K ﹤0.01%
+227
895
$25K ﹤0.01%
+1,820
896
$24.8K ﹤0.01%
+545
897
$24.6K ﹤0.01%
251
-951
898
$24.6K ﹤0.01%
1,261
-648
899
$24.6K ﹤0.01%
+850
900
$24.3K ﹤0.01%
+631