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
1326
-850
1327
-502
1328
-199
1329
-141
1330
-300
1331
-1,005
1332
-1,625
1333
-17
1334
-950
1335
-1
1336
-3
1337
-14
1338
-1,750
1339
-1,808
1340
-1,750
1341
-16
1342
-2
1343
-2,524
1344
-2,330
1345
-400
1346
-305
1347
-570
1348
-1,212
1349
-777
1350
-1,320