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
276
$365K 0.04%
4,574
-117
277
$364K 0.04%
4,278
+104
278
$360K 0.04%
3,175
-300
279
$341K 0.03%
4,712
-417
280
$332K 0.03%
4,775
281
$325K 0.03%
+13,025
282
$323K 0.03%
3,834
-2,141
283
$320K 0.03%
+6,616
284
$318K 0.03%
+10,086
285
$311K 0.03%
7,183
+270
286
$310K 0.03%
15,125
-15,950
287
$292K 0.03%
14,420
-1,000
288
$291K 0.03%
18,607
+6,077
289
$288K 0.03%
9,820
+1,195
290
$287K 0.03%
+8,425
291
$286K 0.03%
7,225
-15,375
292
$279K 0.03%
3,452
-200
293
$274K 0.03%
10,778
-3,776
294
$274K 0.03%
4,105
-690
295
$270K 0.03%
+4,155
296
$269K 0.03%
+9,725
297
$265K 0.03%
+8,355
298
$263K 0.03%
3,376
-8,100
299
$259K 0.03%
3,630
-4,810
300
$259K 0.03%
3,177
10 11
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