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
801
$64.3K ﹤0.01%
265
-45
802
$64.2K ﹤0.01%
319
-70
803
$64.2K ﹤0.01%
237
-94
804
$62.9K ﹤0.01%
625
805
$62.8K ﹤0.01%
484
+20
806
$62.4K ﹤0.01%
+4,925
807
$61.2K ﹤0.01%
610
-18
808
$60.9K ﹤0.01%
288
809
$59.8K ﹤0.01%
639
810
$59.8K ﹤0.01%
408
811
$59.4K ﹤0.01%
2,030
812
$58.5K ﹤0.01%
1,000
-704
813
$58.3K ﹤0.01%
4,280
814
$57.4K ﹤0.01%
2,000
-700
815
$56.9K ﹤0.01%
200
-50
816
$56.2K ﹤0.01%
6,900
+1,650
817
$55.3K ﹤0.01%
703
818
$54.5K ﹤0.01%
325
-7
819
$54.4K ﹤0.01%
600
820
$54.4K ﹤0.01%
1,122
821
$52.3K ﹤0.01%
348
822
$51K ﹤0.01%
1,260
823
$50.7K ﹤0.01%
3,379
824
$50.4K ﹤0.01%
2,953
825
$50.1K ﹤0.01%
1,475
31 32
33
34 35