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
1051
$5.37K ﹤0.01%
26
1052
$5.35K ﹤0.01%
293
-21
1053
$5.33K ﹤0.01%
72
+1
1054
$5.29K ﹤0.01%
100
1055
$5.25K ﹤0.01%
+109
1056
$4.86K ﹤0.01%
+525
1057
$4.85K ﹤0.01%
5,000
1058
$4.83K ﹤0.01%
155
1059
$4.82K ﹤0.01%
77
1060
$4.78K ﹤0.01%
+150
1061
$4.78K ﹤0.01%
35
1062
$4.76K ﹤0.01%
+68
1063
$4.74K ﹤0.01%
446
1064
$4.73K ﹤0.01%
+50
1065
$4.72K ﹤0.01%
+143
1066
$4.68K ﹤0.01%
+39
1067
$4.67K ﹤0.01%
126
1068
$4.67K ﹤0.01%
+60
1069
$4.65K ﹤0.01%
+101
1070
$4.6K ﹤0.01%
+76
1071
$4.59K ﹤0.01%
86
-60,000
1072
$4.53K ﹤0.01%
+176
1073
$4.45K ﹤0.01%
+555
1074
$4.42K ﹤0.01%
+89
1075
$4.41K ﹤0.01%
42
41 42
43
44 45