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
1226
$475 ﹤0.01%
+18
1227
$461 ﹤0.01%
+8
1228
$460 ﹤0.01%
18
1229
$459 ﹤0.01%
170
1230
$435 ﹤0.01%
11
1231
$433 ﹤0.01%
2
1232
$424 ﹤0.01%
+16
1233
$405 ﹤0.01%
10
-168
1234
$402 ﹤0.01%
4
1235
$401 ﹤0.01%
5
1236
$387 ﹤0.01%
+18
1237
$385 ﹤0.01%
6
1238
$373 ﹤0.01%
34
1239
$366 ﹤0.01%
120
1240
$362 ﹤0.01%
+10
1241
$356 ﹤0.01%
330
1242
$354 ﹤0.01%
10
1243
$353 ﹤0.01%
13
1244
$350 ﹤0.01%
16
1245
$345 ﹤0.01%
+17
1246
$338 ﹤0.01%
+3
1247
$324 ﹤0.01%
113
1248
$319 ﹤0.01%
7
1249
$309 ﹤0.01%
17
1250
$302 ﹤0.01%
5
48 49
50
51 52