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
326
$2.27M 0.04%
89,605
+1,983
327
$2.27M 0.04%
10,769
-78
328
$2.27M 0.04%
27,485
+301
329
$2.26M 0.04%
22,438
+74
330
$2.25M 0.04%
7,803
+35
331
$2.25M 0.04%
62,476
+1,137
332
$2.22M 0.04%
28,874
-1,296
333
$2.21M 0.04%
856
+7
334
$2.21M 0.04%
11,270
+46
335
$2.21M 0.04%
8,727
+68
336
$2.2M 0.04%
3,766
+13
337
$2.2M 0.04%
+70,100
338
$2.16M 0.04%
19,912
+286
339
$2.16M 0.04%
26,254
+1,118
340
$2.13M 0.04%
42,442
-2,156
341
$2.11M 0.04%
20,671
-11
342
$2.1M 0.04%
131,473
-1,000
343
$2.1M 0.04%
28,211
+200
344
$2.09M 0.04%
25,935
-1,260
345
$2.08M 0.04%
112,584
-11,571
346
$2.06M 0.04%
46,992
-16,894
347
$2.05M 0.04%
49,782
-11,738
348
$2.05M 0.04%
20,328
-3,082
349
$2.03M 0.04%
8,339
-636
350
$2.03M 0.04%
6,820
-474
12 13
14
15 16