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
$1B
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.89M
3
+$2.72M
4
DIS icon
Walt Disney
DIS
+$2.54M
5
JPM icon
JPMorgan Chase
JPM
+$2.1M

Top Sells

1
+$4.41M
2
+$2.44M
3
+$2.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.74M
5
BND icon
Vanguard Total Bond Market
BND
+$1.63M

Sector Composition

1 Healthcare 11.29%
2 Energy 9.25%
3 Consumer Staples 8.84%
4 Industrials 7.68%
5 Technology 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$509K 0.05%
8,158
+486
252
$505K 0.05%
4,583
253
$505K 0.05%
3,274
-417
254
$505K 0.05%
6,343
-999
255
$502K 0.05%
44,260
256
$497K 0.05%
19,168
+611
257
$486K 0.05%
14,353
-2,280
258
$485K 0.05%
17,180
+2,751
259
$480K 0.05%
+3,245
260
$476K 0.05%
13,787
-1,351
261
$461K 0.05%
18,708
-3,610
262
$461K 0.05%
+20,025
263
$458K 0.05%
5,410
-9,235
264
$449K 0.04%
+3,490
265
$441K 0.04%
1,760
-100
266
$436K 0.04%
5,920
267
$429K 0.04%
9,000
-7,397
268
$422K 0.04%
3,422
-19,808
269
$418K 0.04%
6,045
-275
270
$415K 0.04%
11,175
-775
271
$397K 0.04%
7,328
272
$385K 0.04%
11,485
-850
273
$375K 0.04%
4,550
274
$371K 0.04%
14,205
+1,450
275
$366K 0.04%
4,025
9 10
11
12 13