BFPW
BOK Financial Private Wealth Portfolio holdings
AUM
$1.5B
This Quarter Return
-0.18%
1 Year Return
+14.33%
3 Year Return
+54.77%
5 Year Return
+90.98%
10 Year Return
+152.74%
AUM
$463M
AUM Growth
–
Cap. Flow
+$463M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.19%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$80M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$72.6M |
| 3 |
Union Pacific
UNP
|
$54.3M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$41.8M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$31.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.6% |
| 2 | Financials | 0.9% |
| 3 | Energy | 0.29% |
| 4 | Technology | 0.2% |
| 5 | Real Estate | 0.12% |
