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
$601M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 9.76%
2 Financials 0.89%
3 Energy 0.62%
4 Technology 0.47%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$194K 0.03%
4,020
77
$54K 0.01%
23,743