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
976
$4.72K ﹤0.01%
83
-506
977
$4.71K ﹤0.01%
232
978
$4.66K ﹤0.01%
222
979
$4.47K ﹤0.01%
395
980
$4.36K ﹤0.01%
92
981
$4.27K ﹤0.01%
+149
982
$4.2K ﹤0.01%
361
-240
983
$4.12K ﹤0.01%
196
984
$4.05K ﹤0.01%
138
985
$4.04K ﹤0.01%
+113
986
$4K ﹤0.01%
117
987
$3.96K ﹤0.01%
203
988
$3.91K ﹤0.01%
94
-7
989
$3.9K ﹤0.01%
36
990
$3.85K ﹤0.01%
39
-1
991
$3.85K ﹤0.01%
81
+25
992
$3.79K ﹤0.01%
20
-153
993
$3.73K ﹤0.01%
208
-60
994
$3.7K ﹤0.01%
75
-685
995
$3.67K ﹤0.01%
33
-6,937
996
$3.65K ﹤0.01%
200
-780
997
$3.65K ﹤0.01%
43
998
$3.63K ﹤0.01%
38
999
$3.52K ﹤0.01%
343
1000
$3.44K ﹤0.01%
100
38 39
40
41 42