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
651
$300K 0.01%
4,950
-1,333
652
$300K 0.01%
20,450
653
$299K 0.01%
17,376
+360
654
$295K 0.01%
+5,390
655
$293K 0.01%
+6,590
656
$292K 0.01%
9,584
-183
657
$292K 0.01%
20,000
658
$288K 0.01%
8,422
-346
659
$287K 0.01%
9,804
-24,567
660
$282K 0.01%
1,093
+36
661
$282K 0.01%
2,500
662
$281K 0.01%
2,241
-550
663
$280K ﹤0.01%
36,208
-615
664
$276K ﹤0.01%
2,966
-188
665
$275K ﹤0.01%
4,724
-101
666
$270K ﹤0.01%
+7,751
667
$270K ﹤0.01%
20,921
-1,593
668
$269K ﹤0.01%
3,220
-337
669
$266K ﹤0.01%
1,117
-2,443
670
$266K ﹤0.01%
8,950
-1,000
671
$260K ﹤0.01%
+1,437
672
$255K ﹤0.01%
12,771
673
$249K ﹤0.01%
9,517
-6,705
674
$248K ﹤0.01%
6,699
-989
675
$247K ﹤0.01%
3,447
-422
25 26
27
28 29