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
1226
$235 ﹤0.01%
24
1227
$231 ﹤0.01%
3
1228
$227 ﹤0.01%
+5
1229
$219 ﹤0.01%
15
1230
$216 ﹤0.01%
+7
1231
$216 ﹤0.01%
+3
1232
$213 ﹤0.01%
+6
1233
$212 ﹤0.01%
2
1234
$209 ﹤0.01%
2
1235
$208 ﹤0.01%
5
1236
$207 ﹤0.01%
+3
1237
$205 ﹤0.01%
3
1238
$201 ﹤0.01%
10
-60
1239
$192 ﹤0.01%
2
-12
1240
$192 ﹤0.01%
4
-23
1241
$187 ﹤0.01%
+8
1242
$183 ﹤0.01%
9
1243
$182 ﹤0.01%
8
-87
1244
$180 ﹤0.01%
4
1245
$180 ﹤0.01%
+12
1246
$179 ﹤0.01%
1
1247
$178 ﹤0.01%
5
1248
$174 ﹤0.01%
4
1249
$174 ﹤0.01%
21
+6
1250
$163 ﹤0.01%
17
-142
48 49
50
51 52