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
826
$39.7K ﹤0.01%
740
-852
827
$39.5K ﹤0.01%
+204
828
$39.4K ﹤0.01%
790
829
$39.1K ﹤0.01%
285
-24
830
$38.6K ﹤0.01%
4,239
831
$38.5K ﹤0.01%
253
+227
832
$38.3K ﹤0.01%
1,087
833
$38K ﹤0.01%
1,832
834
$37.8K ﹤0.01%
1,135
-168
835
$37.2K ﹤0.01%
3,247
+2,943
836
$37.2K ﹤0.01%
476
+7
837
$36.9K ﹤0.01%
+665
838
$35K ﹤0.01%
573
+88
839
$34.6K ﹤0.01%
878
840
$34.2K ﹤0.01%
3,019
-59
841
$33.9K ﹤0.01%
402
-110
842
$33.9K ﹤0.01%
457
+49
843
$33.8K ﹤0.01%
342
844
$33.4K ﹤0.01%
437
+77
845
$33.3K ﹤0.01%
734
+13
846
$33.1K ﹤0.01%
348
+4
847
$32.5K ﹤0.01%
516
-4
848
$32.4K ﹤0.01%
68
-177
849
$32.1K ﹤0.01%
117
850
$31.9K ﹤0.01%
1,034
32 33
34
35 36