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
151
$6.64M 0.12%
29,947
+2,082
152
$6.49M 0.11%
26,523
+1,085
153
$6.44M 0.11%
27,633
-2,942
154
$6.44M 0.11%
35,815
-950
155
$6.33M 0.11%
37,092
-2,768
156
$6.3M 0.11%
22,249
-2,572
157
$6.18M 0.11%
64,665
-5,490
158
$6.17M 0.11%
120,588
+2,200
159
$6.17M 0.11%
14,092
+258
160
$6.1M 0.11%
152,171
-38,381
161
$6.09M 0.11%
23,814
-211
162
$6.06M 0.11%
3,285
+533
163
$6.03M 0.11%
43,434
-2,754
164
$6M 0.11%
71,499
-5,152
165
$5.96M 0.11%
34,547
-3,334
166
$5.95M 0.11%
28,824
-4,215
167
$5.93M 0.1%
37,334
-347
168
$5.83M 0.1%
132,616
-29,560
169
$5.8M 0.1%
25,067
+185
170
$5.78M 0.1%
202,586
+104,142
171
$5.72M 0.1%
17,371
-988
172
$5.64M 0.1%
15,991
-3,847
173
$5.64M 0.1%
22,238
-707
174
$5.63M 0.1%
490,811
175
$5.57M 0.1%
44,746
+4,452
5 6
7
8 9