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
501
$659K 0.01%
12,795
+20
502
$654K 0.01%
+18,910
503
$648K 0.01%
13,018
-4,800
504
$646K 0.01%
49,452
+2,991
505
$644K 0.01%
9,120
+1,604
506
$643K 0.01%
6,431
507
$641K 0.01%
8,589
-35
508
$637K 0.01%
3,375
-157
509
$635K 0.01%
2,000
+300
510
$634K 0.01%
16,553
+16,303
511
$632K 0.01%
11,280
-600
512
$626K 0.01%
10,745
-27
513
$626K 0.01%
30,132
+6,437
514
$624K 0.01%
3,020
-1,132
515
$620K 0.01%
9,078
+4,225
516
$620K 0.01%
1,296
-497
517
$617K 0.01%
3,520
-902
518
$615K 0.01%
36,075
+3,799
519
$612K 0.01%
2,201
+39
520
$610K 0.01%
15,900
+712
521
$608K 0.01%
6,646
-76
522
$601K 0.01%
19,462
-5,939
523
$599K 0.01%
21,999
-442
524
$597K 0.01%
24,900
+3
525
$594K 0.01%
11,445
19 20
21
22 23