BF

BOK Financial Portfolio holdings

AUM $6.53B
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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 +$20.8M
2 +$17.1M
3 +$9.13M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.11M
5
CFG icon
Citizens Financial Group
CFG
+$7.62M

Top Sells

1 +$14.9M
2 +$14.8M
3 +$12.4M
4
AAPL icon
Apple
AAPL
+$12.3M
5
MRK icon
Merck
MRK
+$12.1M

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
1351
-6
1352
-75,000
1353
-100
1354
-19
1355
-380
1356
-1
1357
-10
1358
-126
1359
-500
1360
-4
1361
-2,000
1362
-1,025
1363
-66
1364
-51
1365
-16,500
1366
-73
1367
-1,500
1368
-28
1369
-200
1370
-100
1371
-3
1372
-2
1373
-88
1374
-126
1375
-2,809