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
676
$245K ﹤0.01%
2,945
+2,925
677
$242K ﹤0.01%
3,469
-995
678
$242K ﹤0.01%
2,281
+88
679
$239K ﹤0.01%
1,385
+992
680
$238K ﹤0.01%
3,171
-126
681
$236K ﹤0.01%
4,092
+486
682
$235K ﹤0.01%
4,066
-1,565
683
$234K ﹤0.01%
2,069
684
$231K ﹤0.01%
4,628
-684
685
$225K ﹤0.01%
5,042
-1,595
686
$223K ﹤0.01%
2,928
-686
687
$222K ﹤0.01%
7,636
-140
688
$219K ﹤0.01%
6,677
-992
689
$217K ﹤0.01%
11,659
+2,781
690
$217K ﹤0.01%
2,540
-1,506
691
$217K ﹤0.01%
1,715
+393
692
$216K ﹤0.01%
5,196
-374
693
$214K ﹤0.01%
2,600
-1,000
694
$213K ﹤0.01%
10,519
-2,875
695
$212K ﹤0.01%
9,364
+1,192
696
$212K ﹤0.01%
2,988
-107
697
$211K ﹤0.01%
2,938
698
$210K ﹤0.01%
4,459
-16
699
$209K ﹤0.01%
11,054
+67
700
$206K ﹤0.01%
6,758
-352
26 27
28
29 30