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
751
$116K ﹤0.01%
1,000
752
$112K ﹤0.01%
1,582
753
$111K ﹤0.01%
770
754
$110K ﹤0.01%
2,118
755
$109K ﹤0.01%
3,996
+335
756
$108K ﹤0.01%
1,987
757
$107K ﹤0.01%
765
758
$107K ﹤0.01%
10,701
-110,770
759
$107K ﹤0.01%
900
760
$106K ﹤0.01%
1,349
761
$106K ﹤0.01%
6,313
762
$105K ﹤0.01%
10,619
763
$105K ﹤0.01%
5,004
764
$104K ﹤0.01%
12,996
765
$103K ﹤0.01%
345
766
$100K ﹤0.01%
2,295
-7,646
767
$99.6K ﹤0.01%
10,000
-21,500
768
$94.1K ﹤0.01%
1,000
769
$93.6K ﹤0.01%
+948
770
$91K ﹤0.01%
1,410
-400
771
$89.5K ﹤0.01%
1,349
-150
772
$89.3K ﹤0.01%
2,265
773
$87.6K ﹤0.01%
831
-353
774
$85.9K ﹤0.01%
+1,300
775
$85.2K ﹤0.01%
1,064
29 30
31
32 33