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
776
$83.1K ﹤0.01%
2,300
+300
777
$79.9K ﹤0.01%
300
778
$78.6K ﹤0.01%
1,278
-400
779
$78.5K ﹤0.01%
1,535
780
$78.4K ﹤0.01%
3,732
-32
781
$78.4K ﹤0.01%
7,000
-14,500
782
$77.4K ﹤0.01%
8,000
-46,000
783
$77.4K ﹤0.01%
2,136
+833
784
$76.5K ﹤0.01%
6,534
785
$75.7K ﹤0.01%
443
786
$74.6K ﹤0.01%
900
787
$74.5K ﹤0.01%
5,382
-170,000
788
$73.9K ﹤0.01%
1,492
789
$73.1K ﹤0.01%
2,500
790
$72.4K ﹤0.01%
+3,000
791
$72.2K ﹤0.01%
+1,098
792
$71.1K ﹤0.01%
770
793
$70.7K ﹤0.01%
754
-584
794
$70.1K ﹤0.01%
1,134
795
$68.8K ﹤0.01%
9,815
796
$68K ﹤0.01%
535
797
$67.8K ﹤0.01%
2,655
798
$66.2K ﹤0.01%
350
799
$65K ﹤0.01%
1,205
+23
800
$64.6K ﹤0.01%
568
30 31
32
33 34