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
1351
-316
1352
-3,033
1353
-450
1354
-1,425
1355
-1
1356
-1,660
1357
-1,222
1358
-2,150
1359
-177
1360
-15
1361
-312
1362
-1
1363
-7
1364
-3,325
1365
-6
1366
-75,000
1367
-100
1368
-19
1369
-2,000
1370
-1,025
1371
-66
1372
-51
1373
-16,500
1374
-73
1375
-1,500