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
351
$12.5K ﹤0.01%
498
352
$12.3K ﹤0.01%
180
353
$12.2K ﹤0.01%
+1,395
354
$12K ﹤0.01%
200
355
$11.7K ﹤0.01%
+168
356
$11.5K ﹤0.01%
+481
357
$10.9K ﹤0.01%
+55
358
$10.6K ﹤0.01%
500
-296
359
$10.4K ﹤0.01%
+400
360
$10.2K ﹤0.01%
+333
361
$9.98K ﹤0.01%
+40
362
$9.88K ﹤0.01%
+1,000
363
$9.71K ﹤0.01%
64
364
$9.62K ﹤0.01%
+635
365
$9.38K ﹤0.01%
388
366
$9.36K ﹤0.01%
864
367
$9.22K ﹤0.01%
217
368
$9.1K ﹤0.01%
+400
369
$9.03K ﹤0.01%
+106
370
$8.99K ﹤0.01%
1,270
371
$8.96K ﹤0.01%
+1,060
372
$8.77K ﹤0.01%
+302
373
$8.67K ﹤0.01%
+74
374
$8.54K ﹤0.01%
+1,000
375
$8.41K ﹤0.01%
37
-9
13 14
15
16 17