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
626
$366K 0.01%
9,669
-670
627
$365K 0.01%
4,407
-171
628
$358K 0.01%
11,070
629
$355K 0.01%
6,116
-5,011
630
$348K 0.01%
1,597
-468
631
$345K 0.01%
3,582
632
$337K 0.01%
4,119
633
$336K 0.01%
2,190
-319
634
$333K 0.01%
11,664
-650
635
$327K 0.01%
8,871
+8,821
636
$326K 0.01%
3,155
-540
637
$323K 0.01%
531
-2
638
$322K 0.01%
3,374
+3,005
639
$319K 0.01%
12,347
-1,780
640
$310K 0.01%
1,219
-1,340
641
$308K 0.01%
9,124
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642
$306K 0.01%
2,385
-265
643
$305K 0.01%
20,000
644
$304K 0.01%
7,275
645
$304K 0.01%
3,540
-240
646
$303K 0.01%
+14,017
647
$302K 0.01%
+13,231
648
$302K 0.01%
8,354
+5,518
649
$302K 0.01%
+4,084
650
$302K 0.01%
11,058
-25
24 25
26
27 28