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
976
$7.71K ﹤0.01%
704
+304
977
$7.66K ﹤0.01%
532
978
$7.61K ﹤0.01%
1,687
979
$7.51K ﹤0.01%
521
-19
980
$7.48K ﹤0.01%
1,806
981
$7.44K ﹤0.01%
501
+129
982
$7.39K ﹤0.01%
75
+33
983
$7.33K ﹤0.01%
115
984
$7.28K ﹤0.01%
637
985
$7.22K ﹤0.01%
1,021
986
$7.11K ﹤0.01%
+421
987
$7.1K ﹤0.01%
5
988
$7K ﹤0.01%
+1
989
$6.79K ﹤0.01%
578
990
$6.66K ﹤0.01%
+70
991
$6.62K ﹤0.01%
+76
992
$6.57K ﹤0.01%
68
993
$6.57K ﹤0.01%
43
994
$6.54K ﹤0.01%
458
995
$6.48K ﹤0.01%
+95
996
$6.44K ﹤0.01%
+36
997
$6.28K ﹤0.01%
+159
998
$6.13K ﹤0.01%
134
-37
999
$6.09K ﹤0.01%
134
1000
$6.08K ﹤0.01%
1,080
38 39
40
41 42