BFPW

BOK Financial Private Wealth Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$4.93M
3
+$4.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.84M

Top Sells

1
+$3.28M
2
+$2.32M
3
+$1.47M
4
SLB icon
SLB Ltd
SLB
+$1.43M
5
XYL icon
Xylem
XYL
+$1.36M

Sector Composition

1 Technology 3.84%
2 Financials 2.11%
3 Healthcare 1.46%
4 Consumer Discretionary 1.19%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
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