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
951
$9.78K ﹤0.01%
175
952
$9.55K ﹤0.01%
309
953
$9.5K ﹤0.01%
+296
954
$9.33K ﹤0.01%
49
-2
955
$9.23K ﹤0.01%
56
-13
956
$9.02K ﹤0.01%
59
+41
957
$8.93K ﹤0.01%
157
958
$8.91K ﹤0.01%
244
+210
959
$8.79K ﹤0.01%
372
960
$8.76K ﹤0.01%
+62
961
$8.7K ﹤0.01%
78
962
$8.67K ﹤0.01%
175
963
$8.64K ﹤0.01%
+125
964
$8.58K ﹤0.01%
113
+83
965
$8.48K ﹤0.01%
117
-8
966
$8.45K ﹤0.01%
155
+5
967
$8.37K ﹤0.01%
172
968
$8.37K ﹤0.01%
104
969
$8.37K ﹤0.01%
161
970
$8.33K ﹤0.01%
77
+35
971
$8.2K ﹤0.01%
147
972
$8.17K ﹤0.01%
71
-19
973
$8.03K ﹤0.01%
430
974
$7.77K ﹤0.01%
150
975
$7.72K ﹤0.01%
48
+9
37 38
39
40 41