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
326
$17.5K ﹤0.01%
537
327
$17.3K ﹤0.01%
+500
328
$17.1K ﹤0.01%
600
329
$16.8K ﹤0.01%
+345
330
$16.6K ﹤0.01%
+3,344
331
$16.4K ﹤0.01%
239
+125
332
$16.2K ﹤0.01%
+200
333
$16.2K ﹤0.01%
+157
334
$16.2K ﹤0.01%
+197
335
$15.8K ﹤0.01%
+29
336
$15.6K ﹤0.01%
+60
337
$15.4K ﹤0.01%
+250
338
$14.6K ﹤0.01%
589
339
$14.6K ﹤0.01%
+1,886
340
$14.5K ﹤0.01%
400
341
$14.5K ﹤0.01%
+2,000
342
$14.4K ﹤0.01%
146
-54
343
$13.9K ﹤0.01%
+156
344
$13.6K ﹤0.01%
150
345
$13.1K ﹤0.01%
+73
346
$12.9K ﹤0.01%
+110
347
$12.9K ﹤0.01%
+177
348
$12.8K ﹤0.01%
+150
349
$12.7K ﹤0.01%
+307
350
$12.5K ﹤0.01%
+125