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
$1.67B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$11.7M
3 +$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.05M

Top Sells

1 +$3.91M
2 +$3.76M
3 +$1.61M
4
CCI icon
Crown Castle
CCI
+$1.24M
5
SHW icon
Sherwin-Williams
SHW
+$1.21M

Sector Composition

1 Technology 6.95%
2 Financials 4.02%
3 Healthcare 3.42%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.45M 0.57%
62,050
+98
27
$9.25M 0.55%
89,720
-15,620
28
$7.81M 0.47%
153,878
-285
29
$7.25M 0.43%
139,175
-72,245
30
$6.38M 0.38%
121,132
-2,006
31
$6.26M 0.37%
21,240
-2,695
32
$6.1M 0.37%
168,316
-4,080
33
$5.82M 0.35%
81,017
-1,624
34
$5.8M 0.35%
53,568
-2,073
35
$5.67M 0.34%
77,135
-1,164
36
$5.61M 0.34%
11,796
-181
37
$5.59M 0.33%
87,274
-603
38
$5.54M 0.33%
41,451
+391
39
$5.44M 0.33%
45,408
-663
40
$5.43M 0.33%
22,381
+1,151
41
$5.18M 0.31%
22,358
-11
42
$4.73M 0.28%
45,133
-711
43
$4.65M 0.28%
35,077
-793
44
$4.42M 0.26%
19,707
-604
45
$4.4M 0.26%
49,132
+545
46
$4.29M 0.26%
39,295
+236
47
$4.22M 0.25%
16,534
-165
48
$4.18M 0.25%
74,910
-1,070
49
$3.98M 0.24%
18,080
-141
50
$3.93M 0.24%
24,385
-86