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
351
$6.82K ﹤0.01%
290
352
$6.72K ﹤0.01%
480
353
$6.61K ﹤0.01%
271
-59
354
$6.28K ﹤0.01%
58
355
$6.21K ﹤0.01%
64
356
$6.12K ﹤0.01%
+102
357
$6.03K ﹤0.01%
+100
358
$6.02K ﹤0.01%
+31
359
$5.88K ﹤0.01%
86
360
$5.71K ﹤0.01%
156
-222
361
$5.53K ﹤0.01%
+100
362
$5.03K ﹤0.01%
+94
363
$4.82K ﹤0.01%
+71
364
$4.81K ﹤0.01%
+70
365
$4.68K ﹤0.01%
+31
366
$4.65K ﹤0.01%
+50
367
$4.62K ﹤0.01%
+13
368
$4.53K ﹤0.01%
+250
369
$4.47K ﹤0.01%
+95
370
$4.46K ﹤0.01%
+294
371
$4.43K ﹤0.01%
+108
372
$4.31K ﹤0.01%
+50
373
$4.29K ﹤0.01%
191
-6,629
374
$4.22K ﹤0.01%
180
+106
375
$4.17K ﹤0.01%
110
+58
13 14
15
16 17