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
201
$96.7K 0.01%
1,102
202
$94.5K 0.01%
690
203
$91K 0.01%
2,435
+68
204
$90.8K 0.01%
2,908
205
$90.6K 0.01%
254
+4
206
$90.2K 0.01%
1,420
207
$86.6K 0.01%
760
-939
208
$85.2K 0.01%
650
209
$83.5K 0.01%
6,602
210
$83.2K 0.01%
+839
211
$81K 0.01%
1,133
+661
212
$80.7K 0.01%
1,192
213
$79.4K 0.01%
2,430
+42
214
$78.8K 0.01%
1,133
+33
215
$78.4K 0.01%
965
+344
216
$76.3K 0.01%
1,000
217
$76.3K 0.01%
+717
218
$72.9K 0.01%
881
+84
219
$72.4K 0.01%
+1,411
220
$70.4K 0.01%
5,470
221
$70.3K 0.01%
940
222
$70.2K 0.01%
1,001
-419
223
$69.4K 0.01%
3,781
224
$67.6K 0.01%
886
-249
225
$67.3K 0.01%
476
7 8
9
10 11