BO
Bank OZK Portfolio holdings
AUM
$283M
1-Year Est. Return
17.78%
1 Year Est. Return
+17.78%
AUM
$283M
AUM Growth
+$21.9M
(+8.4%)
Holding
152
Top Buys
| 1 | +$2.58M | |
| 2 | +$1.28M | |
| 3 | +$1.18M | |
| 4 |
Oracle
ORCL
|
+$646K |
| 5 |
NVIDIA
NVDA
|
+$625K |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.33M | |
| 3 | +$809K | |
| 4 |
lululemon athletica
LULU
|
+$604K |
| 5 |
TNGY
Tortoise Energy Fund
TNGY
|
+$280K |
Sector Composition
| 1 | Technology | 30.72% |
| 2 | Financials | 12.2% |
| 3 | Healthcare | 11.9% |
| 4 | Industrials | 7.54% |
| 5 | Communication Services | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Travelers Companies
TRV
$64.5B
| – | – |
-750
|
|