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
476
$1.83K ﹤0.01%
+24
477
$1.82K ﹤0.01%
+27
478
$1.8K ﹤0.01%
+46
479
$1.75K ﹤0.01%
+32
480
$1.75K ﹤0.01%
+39
481
$1.74K ﹤0.01%
+9
482
$1.71K ﹤0.01%
78
483
$1.71K ﹤0.01%
+200
484
$1.69K ﹤0.01%
+16
485
$1.65K ﹤0.01%
+9
486
$1.6K ﹤0.01%
36
-48
487
$1.55K ﹤0.01%
+45
488
$1.49K ﹤0.01%
+100
489
$1.4K ﹤0.01%
60
-46
490
$1.39K ﹤0.01%
+200
491
$1.29K ﹤0.01%
37
-9
492
$1.28K ﹤0.01%
+13
493
$1.21K ﹤0.01%
275
+25
494
$1.16K ﹤0.01%
+106
495
$1.13K ﹤0.01%
+45
496
$1.11K ﹤0.01%
+2
497
$995 ﹤0.01%
+100
498
$968 ﹤0.01%
28
499
$824 ﹤0.01%
8
500
$773 ﹤0.01%
+100
18 19
20
21 22