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
451
$2.19K ﹤0.01%
+62
452
$2.17K ﹤0.01%
+65
453
$2.16K ﹤0.01%
24
454
$2.14K ﹤0.01%
+23
455
$2.14K ﹤0.01%
+8
456
$2.11K ﹤0.01%
+9
457
$2.09K ﹤0.01%
+25
458
$2.07K ﹤0.01%
+33
459
$2.06K ﹤0.01%
+64
460
$2.06K ﹤0.01%
+49
461
$2.04K ﹤0.01%
+13
462
$2.01K ﹤0.01%
+87
463
$2.01K ﹤0.01%
+6
464
$2K ﹤0.01%
+41
465
$1.99K ﹤0.01%
40
466
$1.99K ﹤0.01%
+20
467
$1.98K ﹤0.01%
+41
468
$1.97K ﹤0.01%
+24
469
$1.95K ﹤0.01%
160
470
$1.93K ﹤0.01%
+126
471
$1.92K ﹤0.01%
+9
472
$1.92K ﹤0.01%
+33
473
$1.88K ﹤0.01%
+15
474
$1.88K ﹤0.01%
+19
475
$1.86K ﹤0.01%
12
17 18
19
20 21