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
276
$37.5K ﹤0.01%
1,535
277
$37.4K ﹤0.01%
144
278
$36.7K ﹤0.01%
+30
279
$36K ﹤0.01%
1,213
280
$35.2K ﹤0.01%
+5,000
281
$35.1K ﹤0.01%
450
-210
282
$34.6K ﹤0.01%
340
283
$34.4K ﹤0.01%
135
+103
284
$33.5K ﹤0.01%
+235
285
$33.2K ﹤0.01%
1,339
+284
286
$32.9K ﹤0.01%
4,000
287
$32.7K ﹤0.01%
+962
288
$32.6K ﹤0.01%
431
289
$31.4K ﹤0.01%
158
290
$31.2K ﹤0.01%
302
291
$30.7K ﹤0.01%
1,333
292
$29.9K ﹤0.01%
132
293
$29K ﹤0.01%
120
294
$28.8K ﹤0.01%
150
295
$28.8K ﹤0.01%
+100
296
$28.8K ﹤0.01%
61
297
$28.6K ﹤0.01%
300
298
$28.6K ﹤0.01%
+471
299
$28K ﹤0.01%
428
300
$27.9K ﹤0.01%
904
10 11
12
13 14