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
$1.21B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$6.17M
3 +$5.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.43M

Top Sells

1 +$15.6M
2 +$5.67M
3 +$1.56M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Sector Composition

1 Technology 6.76%
2 Healthcare 6.29%
3 Financials 5.22%
4 Consumer Staples 4.37%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.2M 0.68%
64,828
-2,918
27
$8.16M 0.68%
59,136
-3,237
28
$7.96M 0.66%
101,927
-6,300
29
$7.86M 0.65%
179,315
-4,682
30
$7.66M 0.63%
91,758
-4,830
31
$7.21M 0.6%
209,606
+98
32
$7.01M 0.58%
139,411
-12,249
33
$6.99M 0.58%
120,693
-62
34
$6.96M 0.58%
52,536
+121
35
$6.54M 0.54%
41,741
-4,181
36
$6.46M 0.54%
266,586
+3,373
37
$6.35M 0.53%
74,760
+13,800
38
$6.31M 0.52%
32,484
+1,918
39
$6.17M 0.51%
+85,390
40
$5.73M 0.47%
64,649
+2,007
41
$5.69M 0.47%
52,223
-189
42
$5.62M 0.47%
28,576
-224
43
$5.24M 0.43%
15,617
-46
44
$5.21M 0.43%
91,778
-5,940
45
$5.2M 0.43%
64,207
+1,758
46
$5.11M 0.42%
37,642
-1,076
47
$4.99M 0.41%
100,364
-1,870
48
$4.68M 0.39%
44,470
-1,058
49
$4.55M 0.38%
54,828
+6,909
50
$4.49M 0.37%
55,660
-5,111