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
176
$5.54M 0.1%
37,717
-56
177
$5.45M 0.1%
11,258
-1,411
178
$5.45M 0.1%
8,690
-902
179
$5.39M 0.1%
63,875
+23,781
180
$5.36M 0.09%
106,832
-17,482
181
$5.33M 0.09%
9,191
+486
182
$5.31M 0.09%
8,998
+1,492
183
$5.17M 0.09%
101,627
-6,814
184
$5.15M 0.09%
32,215
+30,110
185
$5.12M 0.09%
41,439
+4,874
186
$5.1M 0.09%
72,986
-1,362
187
$4.99M 0.09%
128,698
+115,992
188
$4.99M 0.09%
9,351
-20
189
$4.97M 0.09%
7,318
-485
190
$4.97M 0.09%
101,801
-11,244
191
$4.94M 0.09%
50,547
+50,492
192
$4.93M 0.09%
25,526
-1,212
193
$4.92M 0.09%
112,587
-2,430
194
$4.89M 0.09%
30,596
-55,556
195
$4.86M 0.09%
64,093
-324
196
$4.83M 0.09%
20,857
-2,909
197
$4.81M 0.09%
126,419
+93,663
198
$4.71M 0.08%
71,841
-1,353
199
$4.7M 0.08%
127,484
-62,986
200
$4.7M 0.08%
8,944
+3,665
6 7
8
9 10