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
851
$37.3K ﹤0.01%
+341
852
$36.9K ﹤0.01%
774
-1
853
$36.7K ﹤0.01%
369
+19
854
$36.7K ﹤0.01%
745
855
$35.7K ﹤0.01%
200
-193
856
$35.6K ﹤0.01%
1,025
857
$35.4K ﹤0.01%
578
858
$35.4K ﹤0.01%
+1,534
859
$35.2K ﹤0.01%
2,923
860
$34.9K ﹤0.01%
400
861
$34.7K ﹤0.01%
+784
862
$34.6K ﹤0.01%
1,460
863
$33.9K ﹤0.01%
1,224
864
$33.6K ﹤0.01%
742
865
$33.4K ﹤0.01%
860
866
$33K ﹤0.01%
+1,430
867
$32.1K ﹤0.01%
2,733
-3,218
868
$32.1K ﹤0.01%
450
-3,976
869
$32K ﹤0.01%
1,412
870
$31.9K ﹤0.01%
570
871
$31.2K ﹤0.01%
169
-221
872
$31.1K ﹤0.01%
3,000
873
$30.5K ﹤0.01%
+1,180
874
$30.3K ﹤0.01%
600
875
$30.1K ﹤0.01%
1,321
+60
33 34
35
36 37