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
1276
$79 ﹤0.01%
+3
1277
$59 ﹤0.01%
+6
1278
$11 ﹤0.01%
1
1279
$9 ﹤0.01%
8
1280
– –
-51
1281
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-1,336
1282
– –
-3,054
1283
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-1
1284
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-1
1285
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-10
1286
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-126
1287
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-500
1288
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-4
1289
– –
-2,000
1290
– –
-1,025
1291
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-66
1292
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-51
1293
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-16,500
1294
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-73
1295
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-1,500
1296
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-28
1297
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-200
1298
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-100
1299
– –
-53,316
1300
– –
-227
50 51
52
53 54