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
$3.01B
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$5.43M
3 +$5.39M
4
AMGN icon
Amgen
AMGN
+$5.03M
5
GME icon
GameStop
GME
+$4.69M

Top Sells

1 +$8.71M
2 +$7.96M
3 +$7.34M
4
PEP icon
PepsiCo
PEP
+$6.55M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$6.05M

Sector Composition

1 Energy 18.52%
2 Financials 8.68%
3 Industrials 8.49%
4 Healthcare 8.36%
5 Technology 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$3.89M 0.13%
12,724
-711
177
$3.88M 0.13%
73,860
+10,770
178
$3.88M 0.13%
+129,806
179
$3.82M 0.13%
209,987
-59,822
180
$3.82M 0.13%
183
+22
181
$3.8M 0.13%
120,009
+15,124
182
$3.76M 0.12%
42,262
-2,479
183
$3.75M 0.12%
252,205
-22,571
184
$3.74M 0.12%
57,540
+2,963
185
$3.73M 0.12%
24,551
-1,376
186
$3.72M 0.12%
255,671
-11,926
187
$3.72M 0.12%
145,019
+12,145
188
$3.72M 0.12%
73,521
-4,868
189
$3.7M 0.12%
24,817
+1,874
190
$3.68M 0.12%
45,143
-64
191
$3.66M 0.12%
179,795
+36,561
192
$3.66M 0.12%
349,953
-14,679
193
$3.63M 0.12%
150,801
+80,386
194
$3.63M 0.12%
43,715
+102
195
$3.59M 0.12%
57,128
+561
196
$3.57M 0.12%
30,234
+1,575
197
$3.56M 0.12%
107,560
+84,190
198
$3.54M 0.12%
80,781
+1,204
199
$3.52M 0.12%
77,060
-3,370
200
$3.52M 0.12%
46,882
-13,462