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
276
$32.9K ﹤0.01%
152
+32
277
$32.9K ﹤0.01%
821
278
$32.7K ﹤0.01%
481
279
$32.6K ﹤0.01%
4,000
280
$31.8K ﹤0.01%
+323
281
$31K ﹤0.01%
1,333
282
$31K ﹤0.01%
340
283
$30K ﹤0.01%
360
284
$29.8K ﹤0.01%
144
285
$29.5K ﹤0.01%
431
286
$29.2K ﹤0.01%
+266
287
$29.1K ﹤0.01%
89
+4
288
$27.9K ﹤0.01%
121
-58
289
$27.7K ﹤0.01%
406
+22
290
$27.5K ﹤0.01%
+319
291
$26.1K ﹤0.01%
250
292
$25.9K ﹤0.01%
428
293
$25.9K ﹤0.01%
2,275
294
$25.2K ﹤0.01%
348
295
$23.9K ﹤0.01%
1,118
+214
296
$23.8K ﹤0.01%
139
297
$23.6K ﹤0.01%
1,080
-21
298
$22.8K ﹤0.01%
+1,982
299
$22.7K ﹤0.01%
325
300
$22.2K ﹤0.01%
+150
10 11
12
13 14