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
751
$91.2K ﹤0.01%
1,765
+61
752
$88.6K ﹤0.01%
621
-434
753
$87.6K ﹤0.01%
403
754
$87.3K ﹤0.01%
2,901
+18
755
$87.1K ﹤0.01%
+1,525
756
$86.7K ﹤0.01%
+915
757
$86.6K ﹤0.01%
1,787
+55
758
$85.2K ﹤0.01%
414
+1
759
$83.5K ﹤0.01%
2,500
760
$82.4K ﹤0.01%
+3,282
761
$80.1K ﹤0.01%
1,107
+101
762
$78.9K ﹤0.01%
2,846
-20
763
$78.5K ﹤0.01%
1,015
-33
764
$77.6K ﹤0.01%
577
+2
765
$77.6K ﹤0.01%
8,259
-682
766
$76.2K ﹤0.01%
2,312
-951
767
$74.9K ﹤0.01%
1,490
768
$73.8K ﹤0.01%
1,136
+27
769
$73.5K ﹤0.01%
1,359
+255
770
$69.7K ﹤0.01%
6,182
-2,063
771
$69K ﹤0.01%
498
+60
772
$68.2K ﹤0.01%
1,492
773
$67.9K ﹤0.01%
4,522
-48
774
$67.9K ﹤0.01%
304
775
$64.6K ﹤0.01%
234
+47
29 30
31
32 33