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
$5.64B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$26.8M
3 +$8.59M
4
VRT icon
Vertiv
VRT
+$3.47M
5
FE icon
FirstEnergy
FE
+$3.46M

Top Sells

1 +$55.2M
2 +$19M
3 +$13.2M
4
SLB icon
SLB Ltd
SLB
+$12.9M
5
NXRT
NexPoint Residential Trust
NXRT
+$7.57M

Sector Composition

1 Technology 16.77%
2 Financials 8.2%
3 Energy 7.83%
4 Healthcare 7.72%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$11.8K ﹤0.01%
+281
977
$11.5K ﹤0.01%
64
978
$11.5K ﹤0.01%
+476
979
$11.5K ﹤0.01%
+532
980
$11.3K ﹤0.01%
+179
981
$11.1K ﹤0.01%
+250
982
$11K ﹤0.01%
+1,275
983
$10.7K ﹤0.01%
+175
984
$10.6K ﹤0.01%
398
985
$10.6K ﹤0.01%
1,336
986
$10.6K ﹤0.01%
+300
987
$10.3K ﹤0.01%
36
988
$10.2K ﹤0.01%
+440
989
$9.85K ﹤0.01%
+540
990
$9.64K ﹤0.01%
1
991
$9.52K ﹤0.01%
379
992
$9.39K ﹤0.01%
107
993
$9.39K ﹤0.01%
372
994
$9.38K ﹤0.01%
1,404
995
$9.36K ﹤0.01%
141
996
$9.34K ﹤0.01%
+559
997
$9.33K ﹤0.01%
175
998
$9.33K ﹤0.01%
+125
999
$9.1K ﹤0.01%
+2,000
1000
$9.09K ﹤0.01%
+250