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
426
$2K ﹤0.01%
+30
427
$1.98K ﹤0.01%
+8
428
$1.96K ﹤0.01%
40
-46
429
$1.95K ﹤0.01%
+20
430
$1.93K ﹤0.01%
24
431
$1.93K ﹤0.01%
+5
432
$1.86K ﹤0.01%
+164
433
$1.82K ﹤0.01%
+34
434
$1.82K ﹤0.01%
+19
435
$1.82K ﹤0.01%
+39
436
$1.78K ﹤0.01%
+18
437
$1.76K ﹤0.01%
+13
438
$1.75K ﹤0.01%
+22
439
$1.7K ﹤0.01%
+28
440
$1.63K ﹤0.01%
+19
441
$1.55K ﹤0.01%
+9
442
$1.49K ﹤0.01%
+78
443
$1.44K ﹤0.01%
+45
444
$1.41K ﹤0.01%
+17
445
$1.41K ﹤0.01%
+73
446
$1.4K ﹤0.01%
+10
447
$1.4K ﹤0.01%
+11
448
$1.38K ﹤0.01%
+4
449
$1.37K ﹤0.01%
+18
450
$1.34K ﹤0.01%
+6
16 17
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