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
$242M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.06M
3 +$1.02M
4
IBM icon
IBM
IBM
+$722K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$396K

Top Sells

1 +$1.32M
2 +$1.06M
3 +$1.05M
4
NVDA icon
NVIDIA
NVDA
+$990K
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
-9,446
152
-1,830