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
1051
$3.65K ﹤0.01%
18
1052
$3.63K ﹤0.01%
10
+1
1053
$3.62K ﹤0.01%
72
+20
1054
$3.51K ﹤0.01%
66
-5
1055
$3.5K ﹤0.01%
84
1056
$3.5K ﹤0.01%
46
1057
$3.48K ﹤0.01%
+22
1058
$3.4K ﹤0.01%
+43
1059
$3.28K ﹤0.01%
+45
1060
$3.27K ﹤0.01%
62
1061
$3.23K ﹤0.01%
+77
1062
$3.22K ﹤0.01%
100
1063
$3.18K ﹤0.01%
100
1064
$3.14K ﹤0.01%
+60
1065
$3.11K ﹤0.01%
20
1066
$3.1K ﹤0.01%
34
1067
$3.07K ﹤0.01%
+82
1068
$3.04K ﹤0.01%
+159
1069
$2.99K ﹤0.01%
597
1070
$2.96K ﹤0.01%
207
1071
$2.9K ﹤0.01%
33
-24
1072
$2.88K ﹤0.01%
51
1073
$2.87K ﹤0.01%
203
1074
$2.87K ﹤0.01%
70
1075
$2.84K ﹤0.01%
28
-60
41 42
43
44 45