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
451
$1.06M 0.02%
20,793
452
$1.04M 0.02%
5,417
-1,305
453
$1.03M 0.02%
18,455
-2,433
454
$1.03M 0.02%
14,991
+362
455
$1.02M 0.02%
5,706
+61
456
$1.01M 0.02%
27,685
-18,903
457
$1.01M 0.02%
7,686
-694
458
$1M 0.02%
16,100
+15,779
459
$1M 0.02%
4,923
-5,581
460
$999K 0.02%
12,809
+816
461
$989K 0.02%
100,000
462
$980K 0.02%
8,365
+89
463
$973K 0.02%
30,248
+2,380
464
$973K 0.02%
13,337
+281
465
$969K 0.02%
12,094
+159
466
$955K 0.02%
60,623
467
$954K 0.02%
9,941
-177
468
$953K 0.02%
16,580
-448
469
$952K 0.02%
53,984
-356
470
$951K 0.02%
29,125
+263
471
$950K 0.02%
+30,000
472
$948K 0.02%
3,886
+108
473
$942K 0.02%
9,522
+1,577
474
$937K 0.02%
15,117
-3,712
475
$936K 0.02%
12,394
+224
17 18
19
20 21