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
1026
$3.25K ﹤0.01%
46
-58
1027
$3.22K ﹤0.01%
2,204
-56
1028
$3.21K ﹤0.01%
100
1029
$3.2K ﹤0.01%
62
1030
$3.1K ﹤0.01%
31
-127
1031
$3.07K ﹤0.01%
5,000
1032
$3.05K ﹤0.01%
100
-934
1033
$3.04K ﹤0.01%
28
1034
$3.04K ﹤0.01%
203
1035
$2.98K ﹤0.01%
33
1036
$2.97K ﹤0.01%
51
1037
$2.9K ﹤0.01%
13
-1,133
1038
$2.86K ﹤0.01%
16
-38
1039
$2.81K ﹤0.01%
207
1040
$2.79K ﹤0.01%
22
-17
1041
$2.62K ﹤0.01%
44
-2
1042
$2.62K ﹤0.01%
125
-305
1043
$2.56K ﹤0.01%
219
-418
1044
$2.56K ﹤0.01%
10
1045
$2.55K ﹤0.01%
4
-14
1046
$2.46K ﹤0.01%
88
1047
$2.44K ﹤0.01%
25
1048
$2.43K ﹤0.01%
65
-298
1049
$2.43K ﹤0.01%
7
-3
1050
$2.35K ﹤0.01%
66
-59
40 41
42
43 44