BO

Bank OZK Portfolio holdings

AUM $283M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.04M
3 +$957K
4
IBM icon
IBM
IBM
+$640K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$385K

Top Sells

1 +$1.32M
2 +$1.05M
3 +$1.01M
4
NVDA icon
NVIDIA
NVDA
+$963K
5
FDX icon
FedEx
FDX
+$549K

Sector Composition

1 Technology 27.47%
2 Healthcare 15.71%
3 Financials 10.97%
4 Consumer Discretionary 7.87%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,830
152
-2,127