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
376
$1.62M 0.03%
54,789
-2,888
377
$1.59M 0.03%
25,707
+15,106
378
$1.57M 0.03%
36,772
-23,382
379
$1.55M 0.03%
22,548
-2,068
380
$1.55M 0.03%
12,105
-748
381
$1.51M 0.03%
32,902
-184
382
$1.5M 0.03%
21,070
+1,070
383
$1.48M 0.03%
19,723
-2,572
384
$1.47M 0.03%
58,064
+13,884
385
$1.47M 0.03%
14,922
+14,520
386
$1.47M 0.03%
23,878
+235
387
$1.47M 0.03%
2,388
-148
388
$1.45M 0.03%
12,713
+19
389
$1.44M 0.03%
14,835
-122
390
$1.44M 0.03%
8,177
+16
391
$1.43M 0.03%
17,546
-808
392
$1.43M 0.03%
40,003
-15,000
393
$1.42M 0.03%
64,690
+9,648
394
$1.42M 0.03%
23,850
395
$1.41M 0.03%
25,000
396
$1.39M 0.02%
17,752
-1,157
397
$1.38M 0.02%
2,171
-1,032
398
$1.36M 0.02%
4,341
-74
399
$1.35M 0.02%
30,000
400
$1.35M 0.02%
22,642
+60
14 15
16
17 18