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
851
$39.1K ﹤0.01%
300
-295
852
$38.7K ﹤0.01%
354
-180
853
$38.6K ﹤0.01%
4,000
-7,500
854
$38.4K ﹤0.01%
195
855
$38K ﹤0.01%
730
-1
856
$37.9K ﹤0.01%
+711
857
$37.4K ﹤0.01%
535
858
$37.4K ﹤0.01%
204
-13,033
859
$37.4K ﹤0.01%
745
860
$37.1K ﹤0.01%
943
861
$36.3K ﹤0.01%
2,923
862
$35.2K ﹤0.01%
3,150
+417
863
$35K ﹤0.01%
3,500
-21,000
864
$35K ﹤0.01%
924
+5
865
$34.5K ﹤0.01%
860
866
$33.4K ﹤0.01%
742
867
$33.4K ﹤0.01%
1,332
+108
868
$33K ﹤0.01%
964
869
$32.8K ﹤0.01%
360
870
$32.8K ﹤0.01%
1,180
871
$32.5K ﹤0.01%
695
-62,627
872
$32.3K ﹤0.01%
341
873
$31.6K ﹤0.01%
1,500
+40
874
$31.6K ﹤0.01%
1,412
875
$31.5K ﹤0.01%
+300
33 34
35
36 37