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
551
$513K 0.01%
8,099
+1
552
$510K 0.01%
+20,219
553
$510K 0.01%
6,674
-2,379
554
$503K 0.01%
13,957
-155
555
$503K 0.01%
14,783
+2,649
556
$503K 0.01%
5,999
-312
557
$502K 0.01%
5,996
+1,576
558
$501K 0.01%
3,328
-2,224
559
$499K 0.01%
20,077
-7,135
560
$499K 0.01%
4,144
-1,095
561
$498K 0.01%
2,346
+1
562
$496K 0.01%
22,597
-303
563
$495K 0.01%
7,754
+7,654
564
$492K 0.01%
8,794
+713
565
$491K 0.01%
6,110
-1,741
566
$488K 0.01%
2,374
+874
567
$488K 0.01%
8,431
+246
568
$486K 0.01%
4,916
+808
569
$483K 0.01%
26,663
-1,985
570
$478K 0.01%
8,119
571
$474K 0.01%
5,000
-74,933
572
$474K 0.01%
8,096
-2,211
573
$467K 0.01%
15,633
-1,290
574
$466K 0.01%
3,682
-450
575
$466K 0.01%
5,422
-711
21 22
23
24 25