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BFPW

BOK Financial Private Wealth Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
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
+$11M
2
+$1.69M
3
+$1.44M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DXCM icon
DexCom
DXCM
+$1.11M

Top Sells

1
+$3.95M
2
+$3.69M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.06M

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
501
$730 ﹤0.01%
+9
502
$708 ﹤0.01%
+200
503
$417 ﹤0.01%
98
504
$263 ﹤0.01%
+100
505
$185 ﹤0.01%
+22
506
$121 ﹤0.01%
40
507
$115 ﹤0.01%
4
508
$113 ﹤0.01%
6
509
$104 ﹤0.01%
+13
510
$1 ﹤0.01%
1
511
– –
-300
512
– –
-122
513
– –
-30
514
– –
-102
515
– –
-670
516
– –
-1,950
517
– –
-300
518
– –
-2,000
519
– –
-155
520
– –
-65
521
– –
-300
522
– –
-80
523
– –
-200
524
– –
-2,000
525
– –
-845
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