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
351
$1.84M 0.03%
23,448
-64
352
$1.83M 0.03%
8,062
-731
353
$1.83M 0.03%
45,777
+117
354
$1.82M 0.03%
3,253
+31
355
$1.82M 0.03%
7,474
-155
356
$1.82M 0.03%
11,077
-2,250
357
$1.82M 0.03%
9,369
-132
358
$1.81M 0.03%
48,502
-17,268
359
$1.81M 0.03%
595,894
360
$1.79M 0.03%
7,128
+133
361
$1.79M 0.03%
15,979
+15,975
362
$1.75M 0.03%
4,170
-316
363
$1.75M 0.03%
17,593
+5,118
364
$1.73M 0.03%
9,579
+12
365
$1.71M 0.03%
6,916
366
$1.71M 0.03%
3,666
-11
367
$1.7M 0.03%
3,705
-3,163
368
$1.7M 0.03%
14,163
+312
369
$1.69M 0.03%
4,895
-506
370
$1.68M 0.03%
13,941
+1,189
371
$1.68M 0.03%
9,000
+164
372
$1.67M 0.03%
23,071
+380
373
$1.66M 0.03%
7,120
+14
374
$1.65M 0.03%
25,466
-6,425
375
$1.65M 0.03%
19,853
-1,472
13 14
15
16 17