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
$5.11B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.9M
3
+$10.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.08M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.04M

Top Sells

1
+$24.3M
2
+$12.8M
3
+$4.03M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.02M
5
FE icon
FirstEnergy
FE
+$3.99M

Sector Composition

1 Technology 15.66%
2 Healthcare 9.5%
3 Energy 9.38%
4 Financials 7.84%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.98M 0.06%
22,536
+134
277
$2.97M 0.06%
12,326
+638
278
$2.97M 0.06%
8,588
+2,774
279
$2.94M 0.06%
13,550
+45
280
$2.91M 0.06%
18,255
-8
281
$2.9M 0.06%
22,162
-970
282
$2.88M 0.06%
12,765
+147
283
$2.87M 0.06%
17,451
+126
284
$2.86M 0.06%
9,385
-75
285
$2.84M 0.06%
61,226
+125
286
$2.84M 0.06%
26,685
-16
287
$2.83M 0.06%
5,186
+239
288
$2.8M 0.05%
352,586
289
$2.79M 0.05%
6,780
+88
290
$2.79M 0.05%
61,623
-1,027
291
$2.78M 0.05%
50,002
-5,000
292
$2.78M 0.05%
40,505
+5,000
293
$2.77M 0.05%
79,617
+1,616
294
$2.77M 0.05%
10,114
-60
295
$2.75M 0.05%
76,541
-4,731
296
$2.74M 0.05%
49,406
-10,565
297
$2.73M 0.05%
14,184
-551
298
$2.72M 0.05%
36,930
+5,691
299
$2.69M 0.05%
166,208
+71,861
300
$2.68M 0.05%
51,542
+295
10 11
12
13 14