BOH

Bank of Hawaii Portfolio holdings

AUM $1.89B
1-Year Est. Return 17.31%
This Quarter Est. Return
1 Year Est. Return
+17.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$7.06M
2 +$7.05M
3 +$6.72M
4
MMC icon
Marsh & McLennan
MMC
+$3.68M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.19M

Top Sells

1 +$6.92M
2 +$4.28M
3 +$4.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M
5
EMR icon
Emerson Electric
EMR
+$2.5M

Sector Composition

1 Healthcare 7.24%
2 Consumer Staples 6.53%
3 Technology 5.24%
4 Industrials 5.08%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$468K 0.04%
1,475
227
$466K 0.04%
13,668
228
$444K 0.04%
1,844
-59
229
$437K 0.04%
6,536
+2,242
230
$434K 0.04%
4,750
-1,395
231
$434K 0.04%
10,045
232
$422K 0.04%
21,751
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233
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5,385
-20
234
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3,817
-39,544
235
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236
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8,284
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237
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238
$398K 0.03%
9,460
239
$373K 0.03%
6,616
240
$370K 0.03%
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241
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11,065
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242
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245
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246
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247
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248
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3,839
-2,521
249
$349K 0.03%
6,779
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250
$346K 0.03%
+12,420