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
$5.92B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$14.6M
3
+$13.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.63M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$6.43M

Top Sells

1
+$5.67M
2
+$5.21M
3
+$4.93M
4
WSM icon
Williams-Sonoma
WSM
+$3.63M
5
CPNG icon
Coupang
CPNG
+$3.58M

Sector Composition

1 Technology 16.38%
2 Financials 8.41%
3 Energy 7.05%
4 Healthcare 6.95%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2.22K ﹤0.01%
+86
1127
$2.21K ﹤0.01%
+13
1128
$2.21K ﹤0.01%
19
+15
1129
$2.2K ﹤0.01%
30
-55
1130
$2.19K ﹤0.01%
16
+13
1131
$2.18K ﹤0.01%
+61
1132
$2.16K ﹤0.01%
25
+22
1133
$2.15K ﹤0.01%
+16
1134
$2.04K ﹤0.01%
+51
1135
$1.98K ﹤0.01%
+70
1136
$1.97K ﹤0.01%
462
1137
$1.96K ﹤0.01%
25
-217
1138
$1.94K ﹤0.01%
68
1139
$1.93K ﹤0.01%
+84
1140
$1.91K ﹤0.01%
28
+24
1141
$1.88K ﹤0.01%
+24
1142
$1.87K ﹤0.01%
+31
1143
$1.84K ﹤0.01%
+65
1144
$1.84K ﹤0.01%
72
1145
$1.84K ﹤0.01%
50
-745
1146
$1.81K ﹤0.01%
+100
1147
$1.78K ﹤0.01%
170
1148
$1.77K ﹤0.01%
208
1149
$1.76K ﹤0.01%
+58
1150
$1.75K ﹤0.01%
30
44 45
46
47 48