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
276
$2.84M 0.05%
10,725
+1,502
277
$2.84M 0.05%
21,908
-30
278
$2.81M 0.05%
22,521
-785
279
$2.81M 0.05%
13,518
-1,585
280
$2.79M 0.05%
15,894
-886
281
$2.78M 0.05%
20,584
-279
282
$2.76M 0.05%
11,910
-3,233
283
$2.75M 0.05%
63,473
+62,973
284
$2.74M 0.05%
9,289
-20
285
$2.72M 0.05%
23,872
-711
286
$2.71M 0.05%
33,323
-7,463
287
$2.7M 0.05%
91,741
-4,721
288
$2.7M 0.05%
16,306
-1,503
289
$2.68M 0.05%
10,969
-1,474
290
$2.68M 0.05%
19,536
+19,520
291
$2.67M 0.05%
17,291
-1,261
292
$2.66M 0.05%
+100,268
293
$2.64M 0.05%
170,000
+30,000
294
$2.61M 0.05%
23,716
-777
295
$2.59M 0.05%
680
-1
296
$2.59M 0.05%
8,974
+85
297
$2.59M 0.05%
12,906
-1,849
298
$2.58M 0.05%
16,121
-18,482
299
$2.57M 0.05%
53,022
-1,724
300
$2.54M 0.04%
67,224
+3,943
10 11
12
13 14