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
676
$297K 0.01%
+6,108
677
$296K 0.01%
+2,197
678
$295K 0.01%
+3,029
679
$294K 0.01%
+3,439
680
$292K 0.01%
+25,354
681
$292K 0.01%
+10,493
682
$291K 0.01%
+5,660
683
$287K 0.01%
+4,148
684
$286K 0.01%
+25,284
685
$286K 0.01%
+5,698
686
$286K 0.01%
+9,325
687
$284K 0.01%
+1,081
688
$283K 0.01%
+7,303
689
$282K 0.01%
+5,246
690
$281K 0.01%
+6,538
691
$280K 0.01%
+16,220
692
$278K 0.01%
+3,390
693
$278K 0.01%
+15,411
694
$278K 0.01%
+2,721
695
$277K 0.01%
+18,701
696
$276K 0.01%
+3,412
697
$276K 0.01%
+5,646
698
$275K 0.01%
+6,915
699
$274K 0.01%
+59,626
700
$274K 0.01%
+6,659
26 27
28
29 30