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
301
$258K 0.03%
+4,275
302
$257K 0.03%
5,065
-3,800
303
$254K 0.03%
+18,300
304
$253K 0.03%
3,383
-10,570
305
$250K 0.02%
+9,180
306
$247K 0.02%
2,945
-2,886
307
$247K 0.02%
4,688
-1,576
308
$246K 0.02%
+1,615
309
$244K 0.02%
+3,980
310
$242K 0.02%
2,149
311
$242K 0.02%
16,300
312
$241K 0.02%
10,219
313
$240K 0.02%
13,456
-1,296
314
$235K 0.02%
+4,819
315
$231K 0.02%
4,741
-1,230
316
$228K 0.02%
4,275
317
$222K 0.02%
3,375
318
$222K 0.02%
6,325
319
$220K 0.02%
+1,740
320
$220K 0.02%
15,180
-2,200
321
$218K 0.02%
+5,800
322
$212K 0.02%
6,424
323
$209K 0.02%
+4,650
324
$208K 0.02%
2,515
-200
325
$208K 0.02%
2,215
11 12
13
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