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
51
$4.73M 0.47%
189,384
+2,252
52
$4.54M 0.45%
110,700
+4,465
53
$4.53M 0.45%
117,594
-8,207
54
$4.53M 0.45%
52,069
+938
55
$4.51M 0.45%
55,421
+670
56
$4.49M 0.45%
35,938
-1,245
57
$4.4M 0.44%
160,469
+7,906
58
$4.3M 0.43%
139,440
-1,435
59
$4M 0.4%
49,995
+31,678
60
$3.96M 0.39%
79,569
-6,153
61
$3.88M 0.39%
55,318
-621
62
$3.86M 0.39%
65,573
-17,228
63
$3.84M 0.38%
39,399
-1,417
64
$3.83M 0.38%
150,327
-19,290
65
$3.63M 0.36%
53,436
-3,463
66
$3.59M 0.36%
39,853
-2,345
67
$3.56M 0.36%
44,424
-190
68
$3.51M 0.35%
37,396
+3,890
69
$3.42M 0.34%
67,546
+2,696
70
$3.37M 0.34%
57,308
-6,604
71
$3.31M 0.33%
17,989
-1,994
72
$3.2M 0.32%
21,501
-1,041
73
$3.19M 0.32%
52,667
-2,650
74
$3.17M 0.32%
53,192
-1,592
75
$3.11M 0.31%
211,328
-11,307
1 2
3
4 5