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
376
$4.16K ﹤0.01%
+54
377
$3.92K ﹤0.01%
87
-692
378
$3.68K ﹤0.01%
+31
379
$3.65K ﹤0.01%
+367
380
$3.64K ﹤0.01%
+210
381
$3.58K ﹤0.01%
+22
382
$3.54K ﹤0.01%
+37
383
$3.41K ﹤0.01%
+67
384
$3.34K ﹤0.01%
+395
385
$3.21K ﹤0.01%
+59
386
$3.2K ﹤0.01%
+15
387
$3.16K ﹤0.01%
22
388
$3.15K ﹤0.01%
+95
389
$3.1K ﹤0.01%
+109
390
$3.07K ﹤0.01%
+26
391
$2.99K ﹤0.01%
+25
392
$2.99K ﹤0.01%
+375
393
$2.92K ﹤0.01%
+31
394
$2.89K ﹤0.01%
+30
395
$2.83K ﹤0.01%
300
396
$2.82K ﹤0.01%
+21
397
$2.81K ﹤0.01%
+21
398
$2.79K ﹤0.01%
290
399
$2.73K ﹤0.01%
+112
400
$2.72K ﹤0.01%
25
+13
14 15
16
17 18