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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
$3.47B
AUM Growth
-$954M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$7.79M
3
+$7.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.04M
5
INTU icon
Intuit
INTU
+$5.81M

Top Sells

1
+$16.8M
2
+$9.67M
3
+$7.79M
4
LYB icon
LyondellBasell Industries
LYB
+$7.51M
5
IP icon
International Paper
IP
+$6.05M

Sector Composition

1 Technology 14.75%
2 Healthcare 11.08%
3 Financials 8.53%
4 Industrials 7.21%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-11,967
952
– –
-163,620
953
– –
-5,915
954
– –
-18,139
955
– –
-7,076
956
– –
-8,773
957
– –
-240
958
– –
-19,778
959
– –
-3,608
960
– –
-11,735
961
– –
-6,626
962
– –
-12,604
963
– –
-21,578
964
– –
-16,408
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