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
376
$8.36K ﹤0.01%
+55
377
$8.27K ﹤0.01%
121
+35
378
$8.08K ﹤0.01%
+121
379
$7.79K ﹤0.01%
+72
380
$7.62K ﹤0.01%
+50
381
$7.57K ﹤0.01%
400
382
$7.47K ﹤0.01%
+316
383
$7.43K ﹤0.01%
318
384
$7.35K ﹤0.01%
144
385
$7.11K ﹤0.01%
+814
386
$7.1K ﹤0.01%
+297
387
$7.01K ﹤0.01%
+293
388
$6.86K ﹤0.01%
+227
389
$6.61K ﹤0.01%
+108
390
$6.57K ﹤0.01%
57
391
$5.77K ﹤0.01%
+57
392
$5.65K ﹤0.01%
+425
393
$5.48K ﹤0.01%
+78
394
$5.43K ﹤0.01%
+138
395
$5.34K ﹤0.01%
69
396
$5.28K ﹤0.01%
+118
397
$5.28K ﹤0.01%
229
+38
398
$5.24K ﹤0.01%
+106
399
$5.08K ﹤0.01%
+103
400
$4.98K ﹤0.01%
+321
14 15
16
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