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
901
$24K ﹤0.01%
1,820
902
$24K ﹤0.01%
174
903
$23.9K ﹤0.01%
340
904
$23.8K ﹤0.01%
243
905
$23.8K ﹤0.01%
161
906
$23K ﹤0.01%
150
-140
907
$22.8K ﹤0.01%
125
908
$22.6K ﹤0.01%
600
-3,200
909
$21.8K ﹤0.01%
+1,530
910
$21.5K ﹤0.01%
2,000
+569
911
$21.3K ﹤0.01%
1,011
912
$20.5K ﹤0.01%
1,321
913
$20.4K ﹤0.01%
+800
914
$20.4K ﹤0.01%
720
+56
915
$20.1K ﹤0.01%
1,518
916
$20.1K ﹤0.01%
+2,376
917
$20K ﹤0.01%
333
918
$20K ﹤0.01%
2,295
919
$20K ﹤0.01%
645
920
$19.8K ﹤0.01%
105
921
$19.5K ﹤0.01%
+735
922
$19.5K ﹤0.01%
205
-200
923
$19.5K ﹤0.01%
10
+2
924
$19.4K ﹤0.01%
+475
925
$19K ﹤0.01%
+1,480
35 36
37
38 39