BO

Bank OZK Portfolio holdings

AUM $261M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$974K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$546K
2 +$491K
3 +$486K
4
T icon
AT&T
T
+$382K
5
MDT icon
Medtronic
MDT
+$375K

Sector Composition

1 Financials 40.75%
2 Energy 14.17%
3 Healthcare 11.15%
4 Consumer Discretionary 8.43%
5 Technology 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,000
127
-10,250
128
-8,664
129
-25,000