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
951
$12.3K ﹤0.01%
2,295
952
$12.3K ﹤0.01%
169
953
$12.2K ﹤0.01%
55
+10
954
$12.1K ﹤0.01%
160
955
$12.1K ﹤0.01%
1,336
956
$12K ﹤0.01%
70
+1
957
$11.9K ﹤0.01%
63
-1
958
$11.8K ﹤0.01%
350
959
$11.7K ﹤0.01%
160
-159
960
$11.5K ﹤0.01%
168
-232
961
$11.4K ﹤0.01%
35
+3
962
$11.2K ﹤0.01%
519
-13
963
$10.9K ﹤0.01%
+250
964
$10.9K ﹤0.01%
102
+40
965
$10.2K ﹤0.01%
398
966
$10.1K ﹤0.01%
155
+149
967
$9.96K ﹤0.01%
200
968
$9.94K ﹤0.01%
250
969
$9.88K ﹤0.01%
456
+77
970
$9.82K ﹤0.01%
190
971
$9.7K ﹤0.01%
2,000
972
$9.7K ﹤0.01%
111
973
$9.58K ﹤0.01%
314
+100
974
$9.47K ﹤0.01%
372
975
$9.4K ﹤0.01%
300
37 38
39
40 41