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
26
$6.57M 0.53%
65,890
-4,553
27
$6.42M 0.52%
100,110
+2,620
28
$6.08M 0.49%
39,252
+804
29
$5.94M 0.48%
57,310
-31,289
30
$5.92M 0.48%
16,282
+255
31
$5.7M 0.46%
327,404
-698
32
$5.42M 0.44%
10,916
+119
33
$5.32M 0.43%
53,274
+100
34
$5.3M 0.43%
9,182
+346
35
$5.23M 0.42%
129,438
+1,050
36
$5.15M 0.41%
104,340
+7,093
37
$5.12M 0.41%
25,092
+902
38
$5.08M 0.41%
151,855
39
$4.97M 0.4%
10,521
-876
40
$4.72M 0.38%
10,595
+93
41
$4.63M 0.37%
25,378
+934
42
$4.48M 0.36%
34,388
+845
43
$4.36M 0.35%
15,262
+90
44
$4.3M 0.35%
269,865
45
$4.11M 0.33%
100,272
+1,614
46
$3.95M 0.32%
51,646
-6,434
47
$3.87M 0.31%
37,125
+1,067
48
$3.65M 0.29%
44,155
-128
49
$3.55M 0.29%
40,197
+25
50
$3.51M 0.28%
21,086
+10
1
2
3 4 5