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
1076
$3.38K ﹤0.01%
150
1077
$3.35K ﹤0.01%
17
1078
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92
+80
1079
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21
1080
$3.24K ﹤0.01%
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1081
$3.18K ﹤0.01%
301
+52
1082
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+103
1083
$3.15K ﹤0.01%
44
1084
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85
+1
1085
$3.05K ﹤0.01%
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1086
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80
1088
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80
1089
$2.96K ﹤0.01%
100
1090
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-11
1091
$2.87K ﹤0.01%
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1092
$2.78K ﹤0.01%
107
1093
$2.77K ﹤0.01%
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1094
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20
1095
$2.66K ﹤0.01%
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1096
$2.63K ﹤0.01%
+51
1097
$2.58K ﹤0.01%
15
-1
1098
$2.56K ﹤0.01%
462
1099
$2.53K ﹤0.01%
100
1100
$2.51K ﹤0.01%
33