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
$2.65B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$49.2M
3
+$47.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$40M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$38.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.61%
2 Financials 7.95%
3 Healthcare 7.7%
4 Industrials 7.55%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.87M 0.07%
+22,660
277
$1.86M 0.07%
+64,356
278
$1.85M 0.07%
+33,233
279
$1.83M 0.07%
+30,574
280
$1.83M 0.07%
+28,321
281
$1.83M 0.07%
+167,121
282
$1.82M 0.07%
+99,633
283
$1.82M 0.07%
+39,902
284
$1.82M 0.07%
+72,668
285
$1.82M 0.07%
+12,234
286
$1.81M 0.07%
+40,515
287
$1.79M 0.07%
+28,210
288
$1.78M 0.07%
+2,159
289
$1.78M 0.07%
+36,041
290
$1.76M 0.07%
+28,959
291
$1.75M 0.07%
+67,586
292
$1.74M 0.07%
+40,337
293
$1.74M 0.07%
+10,211
294
$1.74M 0.07%
+31,154
295
$1.73M 0.07%
+59,544
296
$1.73M 0.07%
+50,903
297
$1.7M 0.06%
+57,140
298
$1.7M 0.06%
+23,566
299
$1.69M 0.06%
+26,142
300
$1.69M 0.06%
+87,444
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