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
726
$115K ﹤0.01%
+2,302
727
$114K ﹤0.01%
1,052
+44
728
$114K ﹤0.01%
505
+35
729
$111K ﹤0.01%
54,700
730
$109K ﹤0.01%
3,728
731
$108K ﹤0.01%
738
+226
732
$108K ﹤0.01%
+14,776
733
$107K ﹤0.01%
691
-73
734
$104K ﹤0.01%
698
-68
735
$104K ﹤0.01%
8,205
+720
736
$104K ﹤0.01%
6,076
+5,263
737
$104K ﹤0.01%
522
+485
738
$103K ﹤0.01%
1,000
739
$102K ﹤0.01%
3,810
740
$98.3K ﹤0.01%
11,589
741
$95.4K ﹤0.01%
4,778
-893
742
$95.3K ﹤0.01%
700
743
$95.3K ﹤0.01%
822
-27
744
$94.9K ﹤0.01%
941
-367
745
$94.8K ﹤0.01%
10,902
-1,247
746
$93K ﹤0.01%
325
747
$92.3K ﹤0.01%
941
+55
748
$92.3K ﹤0.01%
752
749
$92.2K ﹤0.01%
22,120
-4,560
750
$92.2K ﹤0.01%
1,066
+48
28 29
30
31 32