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
576
$466K 0.01%
19,365
577
$465K 0.01%
14,201
-345
578
$462K 0.01%
3,569
-36
579
$461K 0.01%
+8,613
580
$461K 0.01%
8,365
-296
581
$460K 0.01%
5,900
-14
582
$456K 0.01%
3,305
-136
583
$455K 0.01%
4,626
+828
584
$454K 0.01%
6,954
-148
585
$451K 0.01%
3,601
+982
586
$449K 0.01%
28,375
-70
587
$449K 0.01%
26,880
+426
588
$448K 0.01%
4,699
589
$447K 0.01%
13,467
-1,933
590
$447K 0.01%
10,221
+1,459
591
$446K 0.01%
19,844
+1,853
592
$445K 0.01%
9,667
+596
593
$445K 0.01%
1,401
+147
594
$444K 0.01%
14,686
+2,470
595
$440K 0.01%
6,500
596
$439K 0.01%
6,185
-113
597
$439K 0.01%
11,457
+927
598
$439K 0.01%
11,424
+1,904
599
$438K 0.01%
32,317
+10,081
600
$437K 0.01%
8,846
-14,389
22 23
24
25 26