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
426
$1.26M 0.02%
32,473
-809
427
$1.25M 0.02%
1,034
+2
428
$1.25M 0.02%
41,097
+239
429
$1.24M 0.02%
130,500
+2,000
430
$1.23M 0.02%
14,089
+2,030
431
$1.21M 0.02%
52,587
-7,748
432
$1.2M 0.02%
19,575
-317
433
$1.19M 0.02%
4,397
-265
434
$1.19M 0.02%
10,968
+254
435
$1.17M 0.02%
4,903
+54
436
$1.16M 0.02%
13,403
-240
437
$1.15M 0.02%
6,027
-606
438
$1.12M 0.02%
3,602
+1,434
439
$1.12M 0.02%
19,367
-236
440
$1.12M 0.02%
8,667
-342
441
$1.12M 0.02%
8,103
+184
442
$1.12M 0.02%
15,855
+242
443
$1.11M 0.02%
1,463
+89
444
$1.1M 0.02%
5,526
-3,994
445
$1.1M 0.02%
56,964
-66,426
446
$1.08M 0.02%
25,000
447
$1.07M 0.02%
35,004
+365
448
$1.07M 0.02%
2,499
+30
449
$1.07M 0.02%
22,715
-3,593
450
$1.07M 0.02%
31,395
-1,229
16 17
18
19 20