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
351
$2M 0.04%
33,331
+21,329
352
$1.98M 0.04%
14,868
+108
353
$1.96M 0.04%
56,024
-100
354
$1.95M 0.04%
3,506
-70
355
$1.94M 0.04%
44,565
-780
356
$1.94M 0.04%
+117,463
357
$1.92M 0.04%
45,883
-2,778
358
$1.92M 0.04%
26,270
+308
359
$1.88M 0.04%
52,116
-3,254
360
$1.87M 0.04%
+35,000
361
$1.87M 0.04%
10,952
+511
362
$1.86M 0.04%
41,119
+372
363
$1.84M 0.04%
67,431
-179
364
$1.84M 0.04%
24,221
-377
365
$1.83M 0.04%
41,103
-2,642
366
$1.82M 0.04%
8,867
+33
367
$1.81M 0.04%
7,428
-477
368
$1.79M 0.04%
55,830
+407
369
$1.79M 0.04%
13,510
-604
370
$1.77M 0.03%
200,163
-107,837
371
$1.71M 0.03%
49,238
-1,590
372
$1.71M 0.03%
17,195
+4,572
373
$1.69M 0.03%
47,186
-1,066
374
$1.68M 0.03%
4,294
-200
375
$1.66M 0.03%
+44,326
13 14
15
16 17