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
426
$3.08K ﹤0.01%
+12
427
$2.99K ﹤0.01%
+23
428
$2.87K ﹤0.01%
+15
429
$2.85K ﹤0.01%
+18
430
$2.74K ﹤0.01%
+19
431
$2.64K ﹤0.01%
127
+34
432
$2.62K ﹤0.01%
14
-300
433
$2.58K ﹤0.01%
+22
434
$2.56K ﹤0.01%
+69
435
$2.54K ﹤0.01%
+38
436
$2.48K ﹤0.01%
+38
437
$2.47K ﹤0.01%
+9
438
$2.47K ﹤0.01%
+152
439
$2.46K ﹤0.01%
+97
440
$2.46K ﹤0.01%
+32
441
$2.39K ﹤0.01%
+48
442
$2.34K ﹤0.01%
+4
443
$2.33K ﹤0.01%
+14
444
$2.32K ﹤0.01%
+24
445
$2.3K ﹤0.01%
+76
446
$2.29K ﹤0.01%
+84
447
$2.27K ﹤0.01%
+30
448
$2.23K ﹤0.01%
+88
449
$2.21K ﹤0.01%
+39
450
$2.21K ﹤0.01%
+29
16 17
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