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
601
$435K 0.01%
17,236
-1,778
602
$430K 0.01%
17,089
-3,064
603
$424K 0.01%
2,145
-1,015
604
$424K 0.01%
2,666
-2,809
605
$423K 0.01%
3,283
606
$423K 0.01%
11,390
-2,319
607
$423K 0.01%
8,805
+257
608
$416K 0.01%
4,262
-1,826
609
$414K 0.01%
9,040
+1,307
610
$413K 0.01%
18,765
+2,535
611
$412K 0.01%
10,799
+3,413
612
$408K 0.01%
1,338
-3,486
613
$404K 0.01%
3,084
-825
614
$403K 0.01%
13,114
-231
615
$403K 0.01%
3,526
+130
616
$398K 0.01%
13,453
-1,912
617
$396K 0.01%
5,551
+109
618
$392K 0.01%
1,386
-20
619
$391K 0.01%
172,250
620
$384K 0.01%
+18,404
621
$383K 0.01%
3,184
-1
622
$379K 0.01%
3,928
+620
623
$376K 0.01%
14,072
-4,634
624
$369K 0.01%
5,496
+5,468
625
$367K 0.01%
7,507
-2,396
23 24
25
26 27