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
451
$1.34K ﹤0.01%
+10
452
$1.33K ﹤0.01%
+8
453
$1.07K ﹤0.01%
250
454
$1.06K ﹤0.01%
65
455
$809 ﹤0.01%
+25
456
$766 ﹤0.01%
28
457
$738 ﹤0.01%
+18
458
$737 ﹤0.01%
8
459
$544 ﹤0.01%
36
460
$511 ﹤0.01%
+25
461
$434 ﹤0.01%
98
462
$413 ﹤0.01%
18
463
$207 ﹤0.01%
25
-28
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$135 ﹤0.01%
4
465
$116 ﹤0.01%
40
466
$92 ﹤0.01%
1
467
$87 ﹤0.01%
12
468
$2 ﹤0.01%
1
469
– –
0
470
– –
-745
471
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472
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-737
473
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-315
474
– –
0
475
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16 17 18
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