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
$3.11B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.27M
3
+$5.21M
4
EOG icon
EOG Resources
EOG
+$4.12M
5
SYY icon
Sysco
SYY
+$4.1M

Top Sells

1
+$18.4M
2
+$10.1M
3
+$6.41M
4
JPM icon
JPMorgan Chase
JPM
+$4.74M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Energy 19.38%
2 Industrials 8.61%
3 Healthcare 8.37%
4 Financials 8.25%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.96M 0.29%
86,793
+17,648
77
$8.91M 0.29%
110,084
+7,389
78
$8.89M 0.29%
75,068
-20,439
79
$8.83M 0.28%
63,822
+12,759
80
$8.76M 0.28%
98,828
-39,792
81
$8.59M 0.28%
352,122
-28,166
82
$8.48M 0.27%
219,238
+10,836
83
$8.35M 0.27%
193,560
+19,318
84
$8.3M 0.27%
195,459
-9,282
85
$8.18M 0.26%
172,108
+26,798
86
$7.99M 0.26%
323,294
-5,174
87
$7.8M 0.25%
66,720
+35,234
88
$7.79M 0.25%
147,193
+19,698
89
$7.75M 0.25%
60,880
+4,678
90
$7.52M 0.24%
342,770
-66,496
91
$7.5M 0.24%
194,004
92
$7.48M 0.24%
298,800
+30,879
93
$7.4M 0.24%
55,976
-2,335
94
$7.38M 0.24%
69,234
+627
95
$7.31M 0.23%
88,161
+7,434
96
$7.24M 0.23%
43,257
+688
97
$7.12M 0.23%
80,249
+10,453
98
$7.08M 0.23%
284,729
-46,372
99
$6.78M 0.22%
68,983
-2,376
100
$6.71M 0.22%
71,320
+3,457
2 3
4
5 6