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
$1.23B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$1.7M
3
+$1.62M
4
DXCM icon
DexCom
DXCM
+$1.35M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Top Sells

1
+$4.23M
2
+$3.83M
3
+$3.75M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.63M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Sector Composition

1 Technology 4.43%
2 Healthcare 2.42%
3 Financials 1.94%
4 Industrials 1.62%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.8K ﹤0.01%
+50
227
$59.2K ﹤0.01%
2,856
-388
228
$57.7K ﹤0.01%
5,470
229
$57.2K ﹤0.01%
1,200
230
$56.7K ﹤0.01%
+350
231
$56.4K ﹤0.01%
+3,000
232
$55.4K ﹤0.01%
+325
233
$55.4K ﹤0.01%
95
234
$55.2K ﹤0.01%
1,139
235
$55.2K ﹤0.01%
1,098
+63
236
$54.6K ﹤0.01%
563
+61
237
$54.4K ﹤0.01%
755
238
$53.4K ﹤0.01%
940
239
$52.9K ﹤0.01%
1,300
240
$52.6K ﹤0.01%
1,400
241
$51.6K ﹤0.01%
798
242
$51.2K ﹤0.01%
+4,000
243
$50.6K ﹤0.01%
+639
244
$49.8K ﹤0.01%
215
+60
245
$49.3K ﹤0.01%
300
246
$49K ﹤0.01%
127
+21
247
$47.8K ﹤0.01%
+300
248
$47.1K ﹤0.01%
269
249
$46.8K ﹤0.01%
+2,500
250
$46.4K ﹤0.01%
+355
8 9
10
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