BFPW

BOK Financial Private Wealth Portfolio holdings

AUM $1.5B
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.01M
3
+$2.99M
4
EMR icon
Emerson Electric
EMR
+$1.83M
5
SYK icon
Stryker
SYK
+$1.72M

Top Sells

1
+$21.7M
2
+$3.45M
3
+$3.25M
4
CI icon
Cigna
CI
+$2.3M
5
IAU icon
iShares Gold Trust
IAU
+$2.3M

Sector Composition

1 Technology 4.64%
2 Healthcare 3%
3 Financials 2.21%
4 Industrials 1.9%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65.2K 0.01%
1,430
+300
227
$64.6K 0.01%
2,990
228
$64.1K 0.01%
+545
229
$63.6K 0.01%
300
230
$63.4K 0.01%
1,000
231
$61.5K ﹤0.01%
559
-79
232
$59.9K ﹤0.01%
1,041
233
$59.7K ﹤0.01%
794
-249
234
$56.2K ﹤0.01%
+1,943
235
$55.6K ﹤0.01%
2,000
236
$55.3K ﹤0.01%
1,600
237
$54.6K ﹤0.01%
+665
238
$53K ﹤0.01%
+259
239
$52.8K ﹤0.01%
3,244
240
$51.9K ﹤0.01%
1,000
241
$49.1K ﹤0.01%
1,393
242
$49.1K ﹤0.01%
798
-510
243
$48.5K ﹤0.01%
638
244
$46.4K ﹤0.01%
+459
245
$45.2K ﹤0.01%
+895
246
$44.5K ﹤0.01%
197
-84
247
$44.2K ﹤0.01%
1,213
248
$43.9K ﹤0.01%
215
+8
249
$41.7K ﹤0.01%
1,057
-923
250
$41.6K ﹤0.01%
640
8 9
10
11 12