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
926
$12K ﹤0.01%
+165
927
$11.9K ﹤0.01%
522
+149
928
$11.8K ﹤0.01%
49
+36
929
$11.6K ﹤0.01%
+136
930
$11.5K ﹤0.01%
344
931
$11.5K ﹤0.01%
54
+35
932
$11.4K ﹤0.01%
26
-3
933
$11.3K ﹤0.01%
211
-53
934
$11.2K ﹤0.01%
406
+106
935
$11.1K ﹤0.01%
820
936
$11.1K ﹤0.01%
339
-205
937
$11K ﹤0.01%
2,511
+181
938
$11K ﹤0.01%
93
939
$11K ﹤0.01%
233
940
$10.9K ﹤0.01%
318
+181
941
$10.9K ﹤0.01%
100
942
$10.9K ﹤0.01%
185
+5
943
$10.6K ﹤0.01%
+87
944
$10.6K ﹤0.01%
131
+47
945
$10.6K ﹤0.01%
49
+48
946
$10.5K ﹤0.01%
+210
947
$10.4K ﹤0.01%
18
948
$10.4K ﹤0.01%
314
949
$10.3K ﹤0.01%
76
950
$10.1K ﹤0.01%
448
+80
36 37
38
39 40