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
176
$135K 0.01%
21,470
177
$132K 0.01%
977
178
$132K 0.01%
1,000
179
$130K 0.01%
575
+15
180
$128K 0.01%
3,280
181
$125K 0.01%
6,502
+1,302
182
$125K 0.01%
6,400
183
$124K 0.01%
387
184
$119K 0.01%
752
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185
$118K 0.01%
3,299
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186
$118K 0.01%
1,811
187
$117K 0.01%
2,549
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188
$116K 0.01%
1,363
189
$114K 0.01%
1,740
190
$112K 0.01%
2,949
-28
191
$111K 0.01%
3,440
+474
192
$109K 0.01%
1,060
193
$107K 0.01%
468
194
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501
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195
$106K 0.01%
1,167
-271
196
$104K 0.01%
981
197
$103K 0.01%
838
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198
$103K 0.01%
1,862
199
$98.8K 0.01%
209
+34
200
$97.2K 0.01%
726
-9,052
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