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
51
$3.4M 0.27%
65,056
+445
52
$3.36M 0.27%
20,795
+1,484
53
$3.35M 0.27%
17,507
+854
54
$3.34M 0.27%
23,053
+1,097
55
$3.23M 0.26%
17,644
+20
56
$3.21M 0.26%
15,933
-168
57
$3.2M 0.26%
10,364
+615
58
$3.16M 0.25%
17,728
-14
59
$3.15M 0.25%
35,725
+928
60
$3.14M 0.25%
15,716
+245
61
$3.03M 0.24%
29,056
+391
62
$3.01M 0.24%
+55,788
63
$2.99M 0.24%
30,800
+307
64
$2.94M 0.24%
20,296
-963
65
$2.85M 0.23%
27,200
-3,900
66
$2.72M 0.22%
31,350
-4,300
67
$2.63M 0.21%
26,845
+1,122
68
$2.61M 0.21%
15,725
-105
69
$2.44M 0.2%
24,387
-46
70
$2.42M 0.19%
68,727
-1,922
71
$2.37M 0.19%
10,086
72
$2.32M 0.19%
25,477
-433
73
$2.29M 0.18%
39,883
+72
74
$2.27M 0.18%
11,389
+613
75
$2.25M 0.18%
139,566
+120
1 2
3
4 5