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
851
$31.8K ﹤0.01%
801
852
$31.7K ﹤0.01%
3,035
853
$31.6K ﹤0.01%
561
+70
854
$28.9K ﹤0.01%
913
-56
855
$28.2K ﹤0.01%
+583
856
$28.2K ﹤0.01%
886
857
$27.8K ﹤0.01%
190
+8
858
$27.6K ﹤0.01%
3,505
859
$27.4K ﹤0.01%
1,107
860
$27.3K ﹤0.01%
1,478
861
$26.7K ﹤0.01%
17
+13
862
$26.2K ﹤0.01%
233
+124
863
$26.2K ﹤0.01%
405
864
$26K ﹤0.01%
336
865
$25.9K ﹤0.01%
703
+12
866
$24.3K ﹤0.01%
337
-4
867
$24.2K ﹤0.01%
1,280
+110
868
$24.2K ﹤0.01%
239
869
$24.2K ﹤0.01%
303
870
$24K ﹤0.01%
2,782
871
$23.9K ﹤0.01%
438
-30
872
$23.3K ﹤0.01%
1,103
873
$22.5K ﹤0.01%
300
874
$22.2K ﹤0.01%
154
-27,963
875
$22.1K ﹤0.01%
297
+180
33 34
35
36 37