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
401
$1.35M 0.02%
1,139
-10
402
$1.33M 0.02%
13,633
-6,244
403
$1.32M 0.02%
128,534
-29,004
404
$1.32M 0.02%
28,032
+37
405
$1.3M 0.02%
9,081
+15
406
$1.3M 0.02%
41,962
-88,529
407
$1.27M 0.02%
8,329
-634
408
$1.27M 0.02%
18,922
+984
409
$1.26M 0.02%
953
410
$1.26M 0.02%
2,474
-6
411
$1.26M 0.02%
46,086
+1,640
412
$1.22M 0.02%
49,144
-4,952
413
$1.2M 0.02%
34,491
-139,681
414
$1.2M 0.02%
4,585
-1,449
415
$1.18M 0.02%
4,596
+268
416
$1.17M 0.02%
2,785
-461
417
$1.17M 0.02%
15,974
+15,906
418
$1.15M 0.02%
13,241
+731
419
$1.12M 0.02%
+27,168
420
$1.12M 0.02%
13,434
+86
421
$1.12M 0.02%
5,122
-4,159
422
$1.11M 0.02%
7,200
+22
423
$1.11M 0.02%
4,748
-383
424
$1.11M 0.02%
16,616
+532
425
$1.09M 0.02%
13,766
-1,640
15 16
17
18 19