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
$5.92B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$14.6M
3
+$13.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.63M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$6.43M

Top Sells

1
+$5.67M
2
+$5.21M
3
+$4.93M
4
WSM icon
Williams-Sonoma
WSM
+$3.63M
5
CPNG icon
Coupang
CPNG
+$3.58M

Sector Composition

1 Technology 16.38%
2 Financials 8.41%
3 Energy 7.05%
4 Healthcare 6.95%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$73.9K ﹤0.01%
900
-5
777
$72.5K ﹤0.01%
1,625
778
$71.4K ﹤0.01%
408
+1
779
$71.2K ﹤0.01%
288
+200
780
$70.2K ﹤0.01%
568
781
$70K ﹤0.01%
9,815
782
$68.8K ﹤0.01%
770
783
$68.7K ﹤0.01%
310
784
$68.6K ﹤0.01%
1,134
-822
785
$68.4K ﹤0.01%
1,800
786
$68K ﹤0.01%
724
-45
787
$67.9K ﹤0.01%
250
788
$65.6K ﹤0.01%
2,655
+2,623
789
$65.4K ﹤0.01%
2,265
790
$63.5K ﹤0.01%
2,000
791
$63.2K ﹤0.01%
350
792
$63.1K ﹤0.01%
2,857
-20
793
$62.5K ﹤0.01%
625
794
$61K ﹤0.01%
393
-656
795
$60.9K ﹤0.01%
600
796
$60.5K ﹤0.01%
1,182
-4,634
797
$60.4K ﹤0.01%
534
-9
798
$58.7K ﹤0.01%
2,030
799
$57.7K ﹤0.01%
1,260
800
$57.7K ﹤0.01%
348
+125
30 31
32
33 34