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
701
$272K 0.01%
+4,027
702
$271K 0.01%
+15,852
703
$271K 0.01%
+4,272
704
$270K 0.01%
+5,428
705
$269K 0.01%
+8,102
706
$269K 0.01%
+5,137
707
$268K 0.01%
+5,857
708
$265K 0.01%
+5,759
709
$265K 0.01%
+5,771
710
$263K 0.01%
+25,932
711
$262K 0.01%
+7,416
712
$261K 0.01%
+3,558
713
$261K 0.01%
+7,420
714
$260K 0.01%
+12,568
715
$260K 0.01%
+2,035
716
$258K 0.01%
+2,829
717
$257K 0.01%
+17,801
718
$257K 0.01%
+3,625
719
$254K 0.01%
+7,222
720
$250K 0.01%
+2,848
721
$247K 0.01%
+2,505
722
$247K 0.01%
+4,266
723
$247K 0.01%
+2,289
724
$245K 0.01%
+6,548
725
$242K 0.01%
+5,658
27 28
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