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BFPW

BOK Financial Private Wealth Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$27.9M
3
+$21.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$21.4M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$18.6M

Top Sells

1
+$20.3M
2
+$19.6M
3
+$18.9M
4
VTV icon
Vanguard Value ETF
VTV
+$16.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$15.1M

Sector Composition

1 Technology 4.1%
2 Healthcare 3.27%
3 Financials 2.43%
4 Industrials 1.89%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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-964
378
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379
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-5,200
380
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-630
381
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-3,700
382
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-51
383
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-1,631
384
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-500
385
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-768
386
– –
-1,442
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