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
926
$10K ﹤0.01%
114
-60
927
$9.98K ﹤0.01%
843
-1,693
928
$9.85K ﹤0.01%
410
929
$9.75K ﹤0.01%
53
-114
930
$9.05K ﹤0.01%
17
-348
931
$8.94K ﹤0.01%
19
-36
932
$8.87K ﹤0.01%
190
933
$8.85K ﹤0.01%
240
-89
934
$8.71K ﹤0.01%
200
935
$8.2K ﹤0.01%
237
-114
936
$8.11K ﹤0.01%
78
-20
937
$7.97K ﹤0.01%
77
-280
938
$7.63K ﹤0.01%
+68
939
$7.6K ﹤0.01%
23
-10
940
$7.5K ﹤0.01%
300
941
$7.46K ﹤0.01%
363
-132
942
$7.27K ﹤0.01%
64
-16
943
$7.08K ﹤0.01%
2,000
944
$6.98K ﹤0.01%
435
945
$6.97K ﹤0.01%
63
-2
946
$6.9K ﹤0.01%
72
-36
947
$6.79K ﹤0.01%
150
948
$6.75K ﹤0.01%
2,986
949
$6.69K ﹤0.01%
61
-3,002
950
$6.64K ﹤0.01%
120
36 37
38
39 40