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
1126
$1.48K ﹤0.01%
31
+25
1127
$1.47K ﹤0.01%
17
1128
$1.47K ﹤0.01%
+36
1129
$1.46K ﹤0.01%
+109
1130
$1.45K ﹤0.01%
13
1131
$1.45K ﹤0.01%
+10
1132
$1.44K ﹤0.01%
+26
1133
$1.42K ﹤0.01%
13
1134
$1.39K ﹤0.01%
158
1135
$1.34K ﹤0.01%
11
1136
$1.29K ﹤0.01%
17
+6
1137
$1.27K ﹤0.01%
35
-4
1138
$1.27K ﹤0.01%
53
+2
1139
$1.27K ﹤0.01%
+14
1140
$1.25K ﹤0.01%
43
+32
1141
$1.23K ﹤0.01%
+144
1142
$1.21K ﹤0.01%
+13
1143
$1.2K ﹤0.01%
+6
1144
$1.13K ﹤0.01%
49
1145
$1.12K ﹤0.01%
53
-41
1146
$1.08K ﹤0.01%
+63
1147
$1.05K ﹤0.01%
15
+12
1148
$1.04K ﹤0.01%
+70
1149
$1.03K ﹤0.01%
+8
1150
$1.01K ﹤0.01%
54
44 45
46
47 48