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
1126
$1.81K ﹤0.01%
65
1127
$1.8K ﹤0.01%
58
1128
$1.77K ﹤0.01%
42
1129
$1.77K ﹤0.01%
451
-354
1130
$1.73K ﹤0.01%
+300
1131
$1.72K ﹤0.01%
+17
1132
$1.71K ﹤0.01%
37
1133
$1.71K ﹤0.01%
+62
1134
$1.67K ﹤0.01%
208
1135
$1.66K ﹤0.01%
222
1136
$1.66K ﹤0.01%
24
1137
$1.65K ﹤0.01%
18
-9
1138
$1.64K ﹤0.01%
110
1139
$1.64K ﹤0.01%
200
1140
$1.63K ﹤0.01%
60
1141
$1.62K ﹤0.01%
33
-135
1142
$1.62K ﹤0.01%
71
+1
1143
$1.59K ﹤0.01%
34
1144
$1.55K ﹤0.01%
102
+1
1145
$1.55K ﹤0.01%
1,000
1146
$1.5K ﹤0.01%
48
1147
$1.5K ﹤0.01%
+37
1148
$1.45K ﹤0.01%
25
-7,215
1149
$1.41K ﹤0.01%
43
1150
$1.39K ﹤0.01%
15
-22
44 45
46
47 48