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
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1388
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-1,660
1390
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-1,222
52 53 54 55
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