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
$596M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.77M
3 +$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$762K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$617K

Top Sells

1 +$124M
2 +$1.47M
3 +$868K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$242K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$201K

Sector Composition

1 Industrials 10.81%
2 Financials 0.83%
3 Energy 0.6%
4 Technology 0.51%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$50K 0.01%
23,743
77
-3,353