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
401
$4.76K ﹤0.01%
+29
402
$4.69K ﹤0.01%
139
-50
403
$4.66K ﹤0.01%
87
404
$4.63K ﹤0.01%
+200
405
$4.59K ﹤0.01%
+140
406
$4.32K ﹤0.01%
+100
407
$4.29K ﹤0.01%
+70
408
$4.28K ﹤0.01%
225
409
$4.18K ﹤0.01%
290
410
$4.12K ﹤0.01%
+362
411
$4.09K ﹤0.01%
+100
412
$3.89K ﹤0.01%
+108
413
$3.86K ﹤0.01%
+33
414
$3.76K ﹤0.01%
+164
415
$3.76K ﹤0.01%
60
416
$3.73K ﹤0.01%
+100
417
$3.71K ﹤0.01%
+45
418
$3.61K ﹤0.01%
46
-45
419
$3.59K ﹤0.01%
+32
420
$3.48K ﹤0.01%
+20
421
$3.4K ﹤0.01%
+43
422
$3.29K ﹤0.01%
+29
423
$3.25K ﹤0.01%
+17
424
$3.2K ﹤0.01%
+70
425
$3.13K ﹤0.01%
22
15 16
17
18 19