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
326
$14.7K ﹤0.01%
270
327
$14.4K ﹤0.01%
155
328
$14.4K ﹤0.01%
207
+6
329
$14.1K ﹤0.01%
41
+6
330
$14.1K ﹤0.01%
328
+173
331
$13.7K ﹤0.01%
+250
332
$13.6K ﹤0.01%
+136
333
$12.9K ﹤0.01%
240
-252
334
$12.5K ﹤0.01%
+200
335
$12.5K ﹤0.01%
+150
336
$12.3K ﹤0.01%
543
337
$12.2K ﹤0.01%
63
-52
338
$10.6K ﹤0.01%
110
339
$9.99K ﹤0.01%
+225
340
$9.94K ﹤0.01%
+543
341
$9.87K ﹤0.01%
217
342
$9.3K ﹤0.01%
388
343
$9.08K ﹤0.01%
114
-31
344
$8.95K ﹤0.01%
123
-231
345
$8.54K ﹤0.01%
+221
346
$8.28K ﹤0.01%
81
+35
347
$7.96K ﹤0.01%
152
+38
348
$7.92K ﹤0.01%
48
+34
349
$7.79K ﹤0.01%
+56
350
$7.02K ﹤0.01%
144
12 13
14
15 16