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
$5.66B
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$16.3M
3
+$7.69M
4
EVR icon
Evercore
EVR
+$7.32M
5
CFG icon
Citizens Financial Group
CFG
+$7M

Top Sells

1
+$14.1M
2
+$12.7M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.8M
5
MRK icon
Merck
MRK
+$11.7M

Sector Composition

1 Technology 14.27%
2 Financials 8.73%
3 Energy 7.87%
4 Healthcare 7.13%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.78M 0.07%
25,044
-1,877
227
$3.73M 0.07%
51,289
-19,371
228
$3.72M 0.07%
91,998
+11,998
229
$3.67M 0.06%
421,611
+139,029
230
$3.67M 0.06%
14,464
-5,811
231
$3.67M 0.06%
13,919
+4,608
232
$3.63M 0.06%
43,964
+20,725
233
$3.62M 0.06%
12,153
-371
234
$3.61M 0.06%
58,208
-191
235
$3.61M 0.06%
24,125
+2,615
236
$3.59M 0.06%
68,467
+882
237
$3.58M 0.06%
20,649
-5,116
238
$3.56M 0.06%
66,770
-1
239
$3.55M 0.06%
52,392
-4,837
240
$3.54M 0.06%
113,550
+468
241
$3.53M 0.06%
8,110
-1,476
242
$3.49M 0.06%
102,120
+30,703
243
$3.44M 0.06%
7,100
-685
244
$3.43M 0.06%
13,849
-1,373
245
$3.41M 0.06%
19,680
+6,409
246
$3.4M 0.06%
30,857
-21,600
247
$3.39M 0.06%
30,451
-48
248
$3.36M 0.06%
45,729
+1,559
249
$3.35M 0.06%
23,480
-28
250
$3.35M 0.06%
15,996
-824
8 9
10
11 12