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
$203M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$3.37M
2 +$1.41M
3 +$716K
4
USB icon
US Bancorp
USB
+$661K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$332K

Sector Composition

1 Technology 22.75%
2 Healthcare 19.13%
3 Financials 10.93%
4 Communication Services 9.06%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-800