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
301
$21.9K ﹤0.01%
1,981
-687
302
$21.2K ﹤0.01%
452
-335
303
$21.1K ﹤0.01%
93
304
$21K ﹤0.01%
+100
305
$20.9K ﹤0.01%
+501
306
$20.8K ﹤0.01%
112
+12
307
$20.6K ﹤0.01%
418
308
$20.6K ﹤0.01%
184
309
$20.3K ﹤0.01%
347
+45
310
$20K ﹤0.01%
537
311
$19.4K ﹤0.01%
191
-192
312
$19.3K ﹤0.01%
+235
313
$17.9K ﹤0.01%
203
314
$17.8K ﹤0.01%
+500
315
$17.4K ﹤0.01%
+200
316
$16.9K ﹤0.01%
600
317
$16.7K ﹤0.01%
455
-397
318
$16.3K ﹤0.01%
447
-118
319
$16.3K ﹤0.01%
663
+82
320
$16.1K ﹤0.01%
414
321
$16K ﹤0.01%
513
+189
322
$15.7K ﹤0.01%
224
323
$15.6K ﹤0.01%
+2,032
324
$15.5K ﹤0.01%
120
325
$14.9K ﹤0.01%
72
+45
11 12
13
14 15