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
476
$751K 0.01%
5,856
-596
477
$750K 0.01%
+17,604
478
$739K 0.01%
+7,661
479
$737K 0.01%
1,697
-2,417
480
$730K 0.01%
31,341
+1,213
481
$722K 0.01%
5,735
+86
482
$714K 0.01%
12,293
+3,300
483
$713K 0.01%
7,071
-386
484
$708K 0.01%
8,878
+2,900
485
$706K 0.01%
12,863
486
$701K 0.01%
9,202
-3,128
487
$699K 0.01%
6,319
+2,287
488
$697K 0.01%
1,890
489
$696K 0.01%
5,173
-5,831
490
$690K 0.01%
8,472
-2,463
491
$688K 0.01%
7,910
+64
492
$685K 0.01%
3,975
+8
493
$683K 0.01%
5,869
+49
494
$681K 0.01%
11,349
+887
495
$678K 0.01%
+7,307
496
$674K 0.01%
4,569
-365
497
$672K 0.01%
6,848
+1,236
498
$667K 0.01%
6,233
+31
499
$663K 0.01%
+17,130
500
$662K 0.01%
10,771
+213
18 19
20
21 22