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
701
$205K ﹤0.01%
3,000
702
$204K ﹤0.01%
2,050
703
$204K ﹤0.01%
3,000
704
$204K ﹤0.01%
2,476
-487
705
$201K ﹤0.01%
+4,386
706
$198K ﹤0.01%
9,743
+1,722
707
$197K ﹤0.01%
+3,901
708
$196K ﹤0.01%
2,006
-2,954
709
$194K ﹤0.01%
6,334
-686
710
$194K ﹤0.01%
6,257
711
$190K ﹤0.01%
3,595
712
$189K ﹤0.01%
1,296
713
$188K ﹤0.01%
5,610
-10,342
714
$183K ﹤0.01%
+3,174
715
$178K ﹤0.01%
6,107
+385
716
$175K ﹤0.01%
1,442
+1,416
717
$172K ﹤0.01%
2,695
-9,297
718
$171K ﹤0.01%
1,796
-179
719
$169K ﹤0.01%
3,970
+2,170
720
$168K ﹤0.01%
+4,341
721
$165K ﹤0.01%
1,476
-125
722
$162K ﹤0.01%
9,750
723
$159K ﹤0.01%
7,368
+2,574
724
$157K ﹤0.01%
12,660
-14,340
725
$151K ﹤0.01%
1,472
27 28
29
30 31