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
26
$8.17M 0.81%
268,012
-7,235
27
$7.65M 0.76%
97,962
+1,742
28
$7.54M 0.75%
105,852
+3,431
29
$7.52M 0.75%
191,188
-903
30
$7.21M 0.72%
73,521
+1,070
31
$6.98M 0.7%
115,023
+34,618
32
$6.98M 0.7%
251,339
-10,479
33
$6.7M 0.67%
152,465
-5,068
34
$6.7M 0.67%
100,278
+285
35
$6.62M 0.66%
247,996
-3,564
36
$6.57M 0.66%
83,308
-1,488
37
$6.49M 0.65%
76,378
+1,374
38
$6.39M 0.64%
78,008
+4,121
39
$6.3M 0.63%
116,476
-4,759
40
$5.7M 0.57%
80,417
+25,462
41
$5.69M 0.57%
105,448
+11,072
42
$5.62M 0.56%
83,677
+3,640
43
$5.29M 0.53%
74,482
-1,325
44
$5.17M 0.52%
92,090
-276
45
$5.14M 0.51%
45,358
-1,148
46
$5.06M 0.5%
60,568
-6,486
47
$5.02M 0.5%
66,870
-171
48
$4.92M 0.49%
190,688
-610
49
$4.86M 0.48%
131,932
-119,914
50
$4.78M 0.48%
92,073
-1,244
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