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
551
$520K 0.01%
24,851
+163
552
$513K 0.01%
4,707
553
$504K 0.01%
5,729
+109
554
$501K 0.01%
1,481
+189
555
$500K 0.01%
4,120
-98
556
$498K 0.01%
7,944
557
$493K 0.01%
4,418
558
$489K 0.01%
16,944
-997
559
$476K 0.01%
23,480
-5,225
560
$473K 0.01%
3,333
-256
561
$455K 0.01%
2,419
+21
562
$454K 0.01%
8,818
-18,943
563
$454K 0.01%
5,910
564
$447K 0.01%
3,442
+152
565
$441K 0.01%
6,083
+2,025
566
$440K 0.01%
12,665
567
$440K 0.01%
3,460
568
$440K 0.01%
23,327
-1
569
$439K 0.01%
23,485
+214
570
$438K 0.01%
8,571
-2,135
571
$434K 0.01%
15,436
-2,266
572
$429K 0.01%
39,000
573
$419K 0.01%
5,385
+67
574
$404K 0.01%
6,029
+34
575
$398K 0.01%
16,428
+15,252
21 22
23
24 25