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
301
$2.54M 0.04%
7,526
-216
302
$2.52M 0.04%
+148,846
303
$2.5M 0.04%
9,426
-148
304
$2.48M 0.04%
25,095
+2,000
305
$2.43M 0.04%
7,477
-73
306
$2.42M 0.04%
25,332
+51
307
$2.41M 0.04%
23,150
+19,627
308
$2.41M 0.04%
20,836
+11,899
309
$2.41M 0.04%
4,214
+1,590
310
$2.39M 0.04%
7,749
+2,161
311
$2.38M 0.04%
10,783
-25
312
$2.32M 0.04%
10,235
+477
313
$2.31M 0.04%
36,438
-2,988
314
$2.31M 0.04%
22,129
-6,280
315
$2.3M 0.04%
31,755
-2,848
316
$2.28M 0.04%
46,590
-2,945
317
$2.28M 0.04%
49,525
-1,580
318
$2.21M 0.04%
2,715
-995
319
$2.19M 0.04%
45,324
-1,487
320
$2.16M 0.04%
19,110
+14,958
321
$2.16M 0.04%
36,000
322
$2.14M 0.04%
12,527
-2,333
323
$2.1M 0.04%
26,840
+7,891
324
$2.07M 0.04%
27,765
+116
325
$2.06M 0.04%
11,706
-19,060
11 12
13
14 15