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
1001
$5.96K ﹤0.01%
29
1002
$5.79K ﹤0.01%
500
1003
$5.74K ﹤0.01%
200
1004
$5.69K ﹤0.01%
+17
1005
$5.65K ﹤0.01%
51
-105
1006
$5.53K ﹤0.01%
72
1007
$5.52K ﹤0.01%
+876
1008
$5.44K ﹤0.01%
22
1009
$5.37K ﹤0.01%
44
+13
1010
$5.29K ﹤0.01%
39
+26
1011
$5.28K ﹤0.01%
106
+15
1012
$5.26K ﹤0.01%
77
-2
1013
$5.25K ﹤0.01%
1,345
1014
$5.15K ﹤0.01%
+51
1015
$5.05K ﹤0.01%
131
1016
$5.04K ﹤0.01%
+29
1017
$5.02K ﹤0.01%
794
1018
$4.93K ﹤0.01%
37
1019
$4.92K ﹤0.01%
54
1020
$4.9K ﹤0.01%
85
1021
$4.74K ﹤0.01%
121
1022
$4.63K ﹤0.01%
30
-295
1023
$4.54K ﹤0.01%
48
+12
1024
$4.54K ﹤0.01%
+121
1025
$4.41K ﹤0.01%
37
39 40
41
42 43