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
$176M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$967K
2 +$537K
3 +$517K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$233K
5
ABBV icon
AbbVie
ABBV
+$222K

Sector Composition

1 Technology 23.12%
2 Healthcare 19.24%
3 Financials 11.34%
4 Communication Services 9.2%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,242