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
901
$15.4K ﹤0.01%
88
902
$15.1K ﹤0.01%
350
903
$14.6K ﹤0.01%
115
+21
904
$14.5K ﹤0.01%
590
905
$14.4K ﹤0.01%
+342
906
$14.3K ﹤0.01%
473
907
$14.2K ﹤0.01%
1,469
908
$14.2K ﹤0.01%
851
+147
909
$14.1K ﹤0.01%
+141
910
$14K ﹤0.01%
118
-100
911
$13.8K ﹤0.01%
101
+87
912
$13.6K ﹤0.01%
+126
913
$13.5K ﹤0.01%
3,918
914
$13.2K ﹤0.01%
1,336
915
$13.1K ﹤0.01%
227
+188
916
$12.8K ﹤0.01%
262
+151
917
$12.8K ﹤0.01%
692
+14
918
$12.8K ﹤0.01%
158
+127
919
$12.8K ﹤0.01%
14,550
920
$12.7K ﹤0.01%
84
-10
921
$12.4K ﹤0.01%
190
922
$12.3K ﹤0.01%
801
-42
923
$12.2K ﹤0.01%
224
924
$12.1K ﹤0.01%
225
925
$12.1K ﹤0.01%
363
+298
35 36
37
38 39