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
1001
$7.54K ﹤0.01%
+94
1002
$7.5K ﹤0.01%
+500
1003
$7.44K ﹤0.01%
459
+3
1004
$7.43K ﹤0.01%
250
1005
$7.34K ﹤0.01%
20
1006
$7K ﹤0.01%
177
1007
$6.88K ﹤0.01%
232
1008
$6.82K ﹤0.01%
+1,353
1009
$6.8K ﹤0.01%
133
1010
$6.7K ﹤0.01%
34
1011
$6.58K ﹤0.01%
190
1012
$6.51K ﹤0.01%
107
1013
$6.51K ﹤0.01%
1,041
1014
$6.45K ﹤0.01%
+59
1015
$6.42K ﹤0.01%
203
1016
$6.39K ﹤0.01%
325
1017
$6.31K ﹤0.01%
173
1018
$6.28K ﹤0.01%
17
1019
$6.15K ﹤0.01%
31
-695
1020
$6.15K ﹤0.01%
38
1021
$6.05K ﹤0.01%
30
1022
$5.86K ﹤0.01%
141
1023
$5.82K ﹤0.01%
75
-23
1024
$5.8K ﹤0.01%
518
1025
$5.8K ﹤0.01%
466
39 40
41
42 43