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
251
$45.8K ﹤0.01%
1,268
252
$44.7K ﹤0.01%
830
-560
253
$44.4K ﹤0.01%
1,300
+108
254
$44.3K ﹤0.01%
+1,664
255
$44.3K ﹤0.01%
557
+103
256
$44K ﹤0.01%
262
257
$43.9K ﹤0.01%
839
258
$43.8K ﹤0.01%
1,200
259
$42.9K ﹤0.01%
2,990
260
$42.7K ﹤0.01%
3,412
261
$42.7K ﹤0.01%
738
262
$42.6K ﹤0.01%
517
-574
263
$42.5K ﹤0.01%
1,057
264
$41.6K ﹤0.01%
750
+600
265
$40.8K ﹤0.01%
189
266
$40.5K ﹤0.01%
778
267
$40.2K ﹤0.01%
+428
268
$39.4K ﹤0.01%
286
269
$39.2K ﹤0.01%
1,068
+114
270
$39.1K ﹤0.01%
371
+216
271
$38.7K ﹤0.01%
1,208
272
$38.7K ﹤0.01%
205
273
$38.6K ﹤0.01%
123
+52
274
$38.5K ﹤0.01%
804
275
$38.2K ﹤0.01%
1,719
9 10
11
12 13