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
951
$6.63K ﹤0.01%
66
-301
952
$6.45K ﹤0.01%
189
-40
953
$6.45K ﹤0.01%
45
-1
954
$6.33K ﹤0.01%
61
-26,399
955
$6.29K ﹤0.01%
236
-113
956
$6.15K ﹤0.01%
259
957
$6.01K ﹤0.01%
65
958
$5.97K ﹤0.01%
75
-2
959
$5.92K ﹤0.01%
46
960
$5.87K ﹤0.01%
50
961
$5.8K ﹤0.01%
59
962
$5.72K ﹤0.01%
196
963
$5.59K ﹤0.01%
350
964
$5.59K ﹤0.01%
480
965
$5.41K ﹤0.01%
58
966
$5.3K ﹤0.01%
39
967
$5.25K ﹤0.01%
84
968
$5.24K ﹤0.01%
72
969
$5.24K ﹤0.01%
130
-65
970
$5.2K ﹤0.01%
111
971
$5.1K ﹤0.01%
67
972
$5.04K ﹤0.01%
125
973
$4.89K ﹤0.01%
124
974
$4.79K ﹤0.01%
80
-269
975
$4.74K ﹤0.01%
4
-25
37 38
39
40 41