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
$217M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$551K
2 +$285K
3 +$265K
4
CTXS
Citrix Systems Inc
CTXS
+$242K
5
AMZN icon
Amazon
AMZN
+$238K

Top Sells

1 +$399K
2 +$386K
3 +$352K
4
AAPL icon
Apple
AAPL
+$290K
5
NUE icon
Nucor
NUE
+$227K

Sector Composition

1 Technology 22.74%
2 Healthcare 18.14%
3 Financials 11.77%
4 Communication Services 9.06%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,018
127
-2,213
128
-11,082