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BF

BOK Financial Portfolio holdings

AUM $6.54B
1-Year Est. Return 25.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.54M
3
+$6.42M
4
BOKF icon
BOK Financial
BOKF
+$5.17M
5
NVT icon
nVent Electric
NVT
+$4.44M

Top Sells

1
+$10.8M
2
+$5.72M
3
+$5.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.9M
5
PSA icon
Public Storage
PSA
+$4.47M

Sector Composition

1 Technology 13.26%
2 Financials 9.26%
3 Healthcare 9.19%
4 Industrials 7.88%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
500
927
– –
-6,114
928
– –
-9,450
929
– –
-17,114
930
– –
-8,349
931
– –
-4,600
932
– –
-8,020
933
– –
-1,246
934
– –
-1,731
935
– –
-1,510
936
– –
-10,590
937
– –
-635
938
– –
-9,000
939
– –
-4,906
940
– –
-8,550
941
– –
0
942
– –
-12,940
943
– –
-6,100
944
– –
-1,356
945
– –
-4,656
946
– –
-1,690
947
– –
-875
948
– –
-82,817
949
– –
-10,753
950
– –
-4,599
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