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
376
$1.65M 0.03%
1,875
+13
377
$1.65M 0.03%
3,686
+24
378
$1.64M 0.03%
7,548
+7,474
379
$1.63M 0.03%
11,723
+2
380
$1.63M 0.03%
27,600
+152
381
$1.62M 0.03%
5,219
-621
382
$1.62M 0.03%
35,141
-2,214
383
$1.62M 0.03%
20,878
-2,380
384
$1.62M 0.03%
9,801
+190
385
$1.61M 0.03%
23,191
+531
386
$1.61M 0.03%
24,725
-87
387
$1.61M 0.03%
14,932
-2,863
388
$1.6M 0.03%
7,270
-35
389
$1.6M 0.03%
6,197
+1,364
390
$1.59M 0.03%
130,503
-28,340
391
$1.57M 0.03%
204,628
392
$1.57M 0.03%
38,668
-2,812
393
$1.57M 0.03%
15,198
-161
394
$1.57M 0.03%
6,926
+71
395
$1.57M 0.03%
16,068
-79
396
$1.56M 0.03%
5,361
-1,157
397
$1.55M 0.03%
10,057
+68
398
$1.5M 0.03%
8,957
+62
399
$1.49M 0.03%
25,837
+17
400
$1.46M 0.03%
3,268
+59
14 15
16
17 18