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
201
$4.69M 0.08%
72,006
+394
202
$4.68M 0.08%
13,552
-860
203
$4.67M 0.08%
105,454
-33,471
204
$4.66M 0.08%
114,424
+114,183
205
$4.63M 0.08%
1,006
-194
206
$4.59M 0.08%
27,611
+24,963
207
$4.57M 0.08%
20,410
-531
208
$4.46M 0.08%
43,379
-38,050
209
$4.33M 0.08%
42,731
+3,870
210
$4.21M 0.07%
45,850
-79,829
211
$4.21M 0.07%
54,278
-22,799
212
$4.18M 0.07%
28,682
-4,802
213
$4.15M 0.07%
35,313
+12,405
214
$4.12M 0.07%
17,971
+5,675
215
$4.11M 0.07%
2,972
-7
216
$4.1M 0.07%
75,949
+27,074
217
$4.06M 0.07%
55,746
-26,102
218
$4.06M 0.07%
12,799
+3,799
219
$4.06M 0.07%
25,674
-7,445
220
$3.97M 0.07%
23,224
-152
221
$3.91M 0.07%
35,145
+9,596
222
$3.91M 0.07%
27,464
-1,387
223
$3.89M 0.07%
39,609
-8,022
224
$3.83M 0.07%
63,832
-1,965
225
$3.81M 0.07%
8,128
-654
7 8
9
10 11