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
$5.49B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.1M
3
+$10.3M
4
TFC icon
Truist Financial
TFC
+$9.85M
5
JPM icon
JPMorgan Chase
JPM
+$8.42M

Top Sells

1
+$31.5M
2
+$25.9M
3
+$15.4M
4
CAH icon
Cardinal Health
CAH
+$11.6M
5
ABBV icon
AbbVie
ABBV
+$10.7M

Sector Composition

1 Technology 16.43%
2 Energy 9.54%
3 Financials 8.96%
4 Healthcare 8.56%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$7.6K ﹤0.01%
55
+13
977
$7.59K ﹤0.01%
1,021
978
$7.54K ﹤0.01%
5
979
$7.52K ﹤0.01%
100
-85
980
$7.16K ﹤0.01%
14,550
981
$7.11K ﹤0.01%
225
-23,997
982
$7.05K ﹤0.01%
70
983
$7.03K ﹤0.01%
+598
984
$7.01K ﹤0.01%
239
+39
985
$6.84K ﹤0.01%
372
-129
986
$6.76K ﹤0.01%
408
-592
987
$6.5K ﹤0.01%
124
-100
988
$6.4K ﹤0.01%
337
-111
989
$6.32K ﹤0.01%
578
990
$6.15K ﹤0.01%
38
-215
991
$6.12K ﹤0.01%
4
-13
992
$6K ﹤0.01%
23
+1
993
$5.75K ﹤0.01%
150
-5
994
$5.67K ﹤0.01%
500
995
$5.64K ﹤0.01%
282
-821
996
$5.53K ﹤0.01%
104
+73
997
$5.43K ﹤0.01%
+191
998
$5.32K ﹤0.01%
270
+251
999
$5.17K ﹤0.01%
+108
1000
$5.06K ﹤0.01%
121
38 39
40
41 42