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
751
$216K 0.01%
+20
752
$214K 0.01%
+15,000
753
$212K 0.01%
+6,059
754
$211K 0.01%
+4,241
755
$211K 0.01%
+5,127
756
$211K 0.01%
+5,146
757
$211K 0.01%
+15,000
758
$211K 0.01%
+1,316
759
$210K 0.01%
+3,800
760
$209K 0.01%
+3,615
761
$208K 0.01%
+13,918
762
$208K 0.01%
+9,245
763
$206K 0.01%
+31,963
764
$206K 0.01%
+4,162
765
$205K 0.01%
+2,561
766
$203K 0.01%
+7,973
767
$202K 0.01%
+4,912
768
$202K 0.01%
+7,030
769
$201K 0.01%
+5,238
770
$201K 0.01%
+14,010
771
$200K 0.01%
+9,952
772
$198K 0.01%
+12,994
773
$182K 0.01%
+37,524
774
$178K 0.01%
+15,564
775
$173K 0.01%
+17,700
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