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
1151
$1.37K ﹤0.01%
17
1152
$1.32K ﹤0.01%
50
1153
$1.32K ﹤0.01%
10
1154
$1.31K ﹤0.01%
4
1155
$1.3K ﹤0.01%
45
1156
$1.3K ﹤0.01%
72
1157
$1.29K ﹤0.01%
25
1158
$1.24K ﹤0.01%
11
1159
$1.23K ﹤0.01%
34
-7,942
1160
$1.21K ﹤0.01%
40
-29
1161
$1.18K ﹤0.01%
+59
1162
$1.17K ﹤0.01%
84
1163
$1.16K ﹤0.01%
+100
1164
$1.14K ﹤0.01%
11
1165
$1.13K ﹤0.01%
8
1166
$1.11K ﹤0.01%
3
-3,830
1167
$1.06K ﹤0.01%
10
1168
$1.04K ﹤0.01%
8
+1
1169
$1.03K ﹤0.01%
9
1170
$1.03K ﹤0.01%
17
1171
$1.02K ﹤0.01%
500
1172
$1.02K ﹤0.01%
56
-12,976
1173
$1K ﹤0.01%
7
1174
$996 ﹤0.01%
11
1175
$994 ﹤0.01%
3