BOH

Bank of Hawaii Portfolio holdings

AUM $2.02B
1-Year Est. Return 23.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$6.99M
2 +$6.96M
3 +$6.62M
4
MRSH
Marsh
MRSH
+$3.57M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.16M

Top Sells

1 +$6.86M
2 +$4.21M
3 +$4.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.77M
5
EMR icon
Emerson Electric
EMR
+$2.48M

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
301
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302
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303
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305
-5,475
306
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307
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308
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309
-5,925
310
-5,605
311
-8,826
312
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313
-3,720
314
-5,697