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
401
$2.71K ﹤0.01%
60
402
$2.69K ﹤0.01%
+53
403
$2.69K ﹤0.01%
+8
404
$2.59K ﹤0.01%
+91
405
$2.58K ﹤0.01%
+18
406
$2.46K ﹤0.01%
+1
407
$2.46K ﹤0.01%
+24
408
$2.45K ﹤0.01%
166
409
$2.42K ﹤0.01%
+21
410
$2.39K ﹤0.01%
+25
411
$2.39K ﹤0.01%
+37
412
$2.38K ﹤0.01%
+13
413
$2.35K ﹤0.01%
+149
414
$2.25K ﹤0.01%
+18
415
$2.24K ﹤0.01%
+14
416
$2.2K ﹤0.01%
+15
417
$2.18K ﹤0.01%
+8
418
$2.15K ﹤0.01%
+7
419
$2.12K ﹤0.01%
+64
420
$2.08K ﹤0.01%
+80
421
$2.05K ﹤0.01%
+24
422
$2.04K ﹤0.01%
+52
423
$2.02K ﹤0.01%
+9
424
$2.02K ﹤0.01%
160
-2,581
425
$2.02K ﹤0.01%
+48
15 16
17
18 19