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
526
$594K 0.01%
+8,666
527
$591K 0.01%
3,940
-850
528
$585K 0.01%
10,697
-6,504
529
$583K 0.01%
7,806
530
$573K 0.01%
2,366
-120
531
$565K 0.01%
11,895
532
$561K 0.01%
21,024
+782
533
$559K 0.01%
+20,516
534
$559K 0.01%
+15,150
535
$559K 0.01%
10,249
+54
536
$551K 0.01%
7,928
537
$548K 0.01%
22,585
-1,963
538
$545K 0.01%
3,229
-726
539
$541K 0.01%
25,000
-45,000
540
$536K 0.01%
6,906
-3,838
541
$533K 0.01%
4,818
-423
542
$531K 0.01%
9,915
543
$529K 0.01%
19,019
-2,490
544
$527K 0.01%
3,529
-1,248
545
$527K 0.01%
1,228
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546
$523K 0.01%
10,453
+729
547
$521K 0.01%
8,396
-803
548
$519K 0.01%
17,553
+15,663
549
$517K 0.01%
6,443
+48
550
$516K 0.01%
4,752
20 21
22
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