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
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$9.68M
2
+$2.32M
3
+$1.54M
4
BND icon
Vanguard Total Bond Market
BND
+$1.42M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$224K

Top Sells

1
+$12.1M
2
+$11.1M
3
+$10.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.02M
5
VTV icon
Vanguard Value ETF
VTV
+$3.46M

Sector Composition

1 Technology 4.67%
2 Healthcare 2.82%
3 Financials 1.98%
4 Industrials 1.78%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
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