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
251
$3.33M 0.06%
20,575
-315
252
$3.32M 0.06%
42,725
+32,986
253
$3.27M 0.06%
18,220
-26,074
254
$3.25M 0.06%
160,000
+30,000
255
$3.25M 0.06%
25,360
-2,678
256
$3.23M 0.06%
27,020
-60
257
$3.22M 0.06%
35,004
-1,400
258
$3.21M 0.06%
40,503
+244
259
$3.2M 0.06%
21,647
-516
260
$3.17M 0.06%
43,917
+6,279
261
$3.12M 0.06%
10,424
-17,838
262
$3.1M 0.05%
27,285
-5,551
263
$3.1M 0.05%
22,662
+1,810
264
$3.1M 0.05%
22,174
-201
265
$3.07M 0.05%
+115,606
266
$3.05M 0.05%
190,558
+34,972
267
$3.03M 0.05%
20,576
+1,829
268
$3.01M 0.05%
118,651
-6,010
269
$2.98M 0.05%
24,432
+770
270
$2.97M 0.05%
25,873
-1,342
271
$2.95M 0.05%
27,099
-747
272
$2.95M 0.05%
40,858
-3,110
273
$2.9M 0.05%
2,940
-11
274
$2.88M 0.05%
30,783
+2,140
275
$2.85M 0.05%
12,249
-219
9 10
11
12 13