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
926
$18.6K ﹤0.01%
328
-2
927
$18.3K ﹤0.01%
200
928
$18.3K ﹤0.01%
1,430
929
$18K ﹤0.01%
1,500
930
$18K ﹤0.01%
+600
931
$17.5K ﹤0.01%
486
932
$17.4K ﹤0.01%
95
933
$17.1K ﹤0.01%
11,905
934
$16.9K ﹤0.01%
350
-424
935
$16.9K ﹤0.01%
400
-61
936
$16.5K ﹤0.01%
171
937
$16.2K ﹤0.01%
+700
938
$16K ﹤0.01%
406
939
$15.9K ﹤0.01%
216
940
$15.7K ﹤0.01%
476
941
$15.7K ﹤0.01%
220
-1
942
$15.6K ﹤0.01%
+658
943
$15.6K ﹤0.01%
275
944
$15.6K ﹤0.01%
98
945
$15.6K ﹤0.01%
1,000
946
$15.3K ﹤0.01%
+100
947
$15.2K ﹤0.01%
298
948
$15K ﹤0.01%
543
-5
949
$15K ﹤0.01%
704
-106
950
$14.9K ﹤0.01%
84
-85
36 37
38
39 40