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
101
$11M 0.19%
153,201
-67,398
102
$11M 0.19%
145,184
-9,020
103
$10.7M 0.19%
130,098
-1,924
104
$10.7M 0.19%
56,896
-248
105
$10.6M 0.19%
53,205
-4,880
106
$10.2M 0.18%
66,363
-2,712
107
$10.1M 0.18%
63,156
-96
108
$10.1M 0.18%
90,956
-1,225
109
$10M 0.18%
34,856
+12,371
110
$10M 0.18%
32,790
+12,983
111
$9.78M 0.17%
18,038
-435
112
$9.43M 0.17%
57,289
-7,334
113
$9.42M 0.17%
67,374
-4,679
114
$9.39M 0.17%
122,570
-5,315
115
$9.33M 0.16%
99,546
-4,334
116
$9.25M 0.16%
102,216
-2,712
117
$9.24M 0.16%
45,069
-1,260
118
$9.05M 0.16%
33,924
-11,405
119
$8.99M 0.16%
43,397
+6,123
120
$8.8M 0.16%
100,193
+20,455
121
$8.72M 0.15%
89,412
+1,399
122
$8.67M 0.15%
64,585
-9,430
123
$8.64M 0.15%
32,189
-466
124
$8.57M 0.15%
13,955
-3,074
125
$8.51M 0.15%
49,865
-14,911
3 4
5
6 7