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
51
$22.8M 0.4%
204,542
-3,021
52
$22.6M 0.4%
185,417
+13,051
53
$21.1M 0.37%
67,838
-3,003
54
$19.9M 0.35%
84,410
-5,825
55
$19.6M 0.35%
142,357
-4,506
56
$19.3M 0.34%
74,666
-4,139
57
$19.2M 0.34%
163,208
+29,532
58
$19.1M 0.34%
324,834
-3,783
59
$19.1M 0.34%
212,667
-129,883
60
$18.2M 0.32%
631,273
+35,550
61
$18M 0.32%
306,133
+10,405
62
$18M 0.32%
135,767
-7,718
63
$17.5M 0.31%
67,593
-851
64
$17.4M 0.31%
176,016
-17,386
65
$17.4M 0.31%
158,281
-28,155
66
$17M 0.3%
145,945
-1,610
67
$16.5M 0.29%
95,483
-8,608
68
$16.4M 0.29%
309,856
-67,432
69
$16.4M 0.29%
60,074
+5,993
70
$15.8M 0.28%
850,163
+10,425
71
$15.2M 0.27%
419,722
+48,571
72
$15.2M 0.27%
162,480
+11,050
73
$15M 0.26%
110,340
-571
74
$14.8M 0.26%
59,712
-3,353
75
$14.8M 0.26%
359,455
+88,924
1 2
3
4 5