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
726
$151K ﹤0.01%
1,993
-555
727
$147K ﹤0.01%
1,127
-3
728
$146K ﹤0.01%
7,372
729
$146K ﹤0.01%
+5,981
730
$144K ﹤0.01%
1,821
731
$143K ﹤0.01%
1,696
-100
732
$143K ﹤0.01%
1,118
-224
733
$139K ﹤0.01%
1,810
734
$138K ﹤0.01%
+2,710
735
$137K ﹤0.01%
803
736
$136K ﹤0.01%
+3,821
737
$135K ﹤0.01%
2,000
-45
738
$135K ﹤0.01%
400
739
$133K ﹤0.01%
899
740
$133K ﹤0.01%
+1,655
741
$128K ﹤0.01%
+4,160
742
$128K ﹤0.01%
2,004
+1,825
743
$128K ﹤0.01%
700
744
$128K ﹤0.01%
28,136
745
$127K ﹤0.01%
4,851
+702
746
$124K ﹤0.01%
5,883
+5,000
747
$123K ﹤0.01%
3,728
748
$121K ﹤0.01%
704
749
$120K ﹤0.01%
1,487
-255
750
$117K ﹤0.01%
+2,770
28 29
30
31 32