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
1026
$5.8K ﹤0.01%
45
-10
1027
$5.71K ﹤0.01%
+664
1028
$5.62K ﹤0.01%
31
-32
1029
$5.56K ﹤0.01%
3
1030
$5.53K ﹤0.01%
202
+172
1031
$5.52K ﹤0.01%
69
1032
$5.46K ﹤0.01%
165
1033
$5.35K ﹤0.01%
68
+32
1034
$5.31K ﹤0.01%
39
1035
$5.28K ﹤0.01%
24
-4,581
1036
$5.21K ﹤0.01%
102
-50,000
1037
$5.19K ﹤0.01%
109
1038
$5.18K ﹤0.01%
260
1039
$5.12K ﹤0.01%
100
1040
$5.01K ﹤0.01%
100
1041
$4.96K ﹤0.01%
92
1042
$4.93K ﹤0.01%
135
1043
$4.71K ﹤0.01%
101
1044
$4.68K ﹤0.01%
207
1045
$4.67K ﹤0.01%
89
1046
$4.64K ﹤0.01%
50
1047
$4.58K ﹤0.01%
462
1048
$4.53K ﹤0.01%
176
1049
$4.46K ﹤0.01%
40
1050
$4.4K ﹤0.01%
150
40 41
42
43 44