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
1076
$2.83K ﹤0.01%
+489
1077
$2.81K ﹤0.01%
46
1078
$2.8K ﹤0.01%
43
1079
$2.79K ﹤0.01%
123
+7
1080
$2.78K ﹤0.01%
+16
1081
$2.77K ﹤0.01%
+8
1082
$2.76K ﹤0.01%
201
1083
$2.73K ﹤0.01%
13
1084
$2.72K ﹤0.01%
+136
1085
$2.69K ﹤0.01%
+68
1086
$2.61K ﹤0.01%
84
1087
$2.6K ﹤0.01%
+20
1088
$2.6K ﹤0.01%
22
1089
$2.49K ﹤0.01%
88
1090
$2.44K ﹤0.01%
20
+5
1091
$2.4K ﹤0.01%
57
-67
1092
$2.39K ﹤0.01%
148
1093
$2.39K ﹤0.01%
+10
1094
$2.31K ﹤0.01%
+10
1095
$2.31K ﹤0.01%
25
1096
$2.31K ﹤0.01%
28
1097
$2.25K ﹤0.01%
38
1098
$2.23K ﹤0.01%
70
-89
1099
$2.19K ﹤0.01%
+94
1100
$2.19K ﹤0.01%
22
42 43
44
45 46