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
251
$41.5K ﹤0.01%
1,313
+45
252
$40.6K ﹤0.01%
856
253
$40.4K ﹤0.01%
1,300
254
$39.8K ﹤0.01%
+1,200
255
$39.1K ﹤0.01%
85
+5
256
$38.9K ﹤0.01%
1,719
-460
257
$38.8K ﹤0.01%
1,688
+191
258
$38.7K ﹤0.01%
635
259
$38.4K ﹤0.01%
262
260
$38.2K ﹤0.01%
804
261
$38K ﹤0.01%
1,208
262
$37.7K ﹤0.01%
900
263
$37.1K ﹤0.01%
839
264
$36.2K ﹤0.01%
189
265
$35.4K ﹤0.01%
1,535
266
$35.4K ﹤0.01%
778
267
$34.8K ﹤0.01%
205
268
$34.6K ﹤0.01%
463
269
$34.5K ﹤0.01%
269
270
$34.4K ﹤0.01%
+1,192
271
$34.3K ﹤0.01%
100
+5
272
$34.1K ﹤0.01%
173
+15
273
$34.1K ﹤0.01%
1,674
-718
274
$33.7K ﹤0.01%
349
+13
275
$33K ﹤0.01%
444
-549
9 10
11
12 13