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
$1.14B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$7.06M
2 +$7.05M
3 +$6.72M
4
MMC icon
Marsh & McLennan
MMC
+$3.68M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.19M

Top Sells

1 +$6.92M
2 +$4.28M
3 +$4.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M
5
EMR icon
Emerson Electric
EMR
+$2.5M

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
51
$4.95M 0.43%
52,820
-471
52
$4.44M 0.39%
29,393
-35
53
$4.41M 0.39%
92,164
-3,677
54
$4.09M 0.36%
53,435
+96
55
$4.08M 0.36%
62,686
-3,772
56
$4.03M 0.35%
72,656
-7,268
57
$3.85M 0.34%
79,440
-880
58
$3.83M 0.34%
26,765
-260
59
$3.71M 0.32%
108,760
+5,473
60
$3.71M 0.32%
95,908
+511
61
$3.68M 0.32%
+47,248
62
$3.57M 0.31%
21,067
-200
63
$3.51M 0.31%
103,918
-5,693
64
$3.44M 0.3%
70,792
-2,122
65
$3.36M 0.29%
62,358
-5,974
66
$3.34M 0.29%
21,774
-224
67
$3.3M 0.29%
27,185
+91
68
$3.16M 0.28%
18,105
+163
69
$3.12M 0.27%
28,628
-861
70
$3.11M 0.27%
37,652
+1,413
71
$3.08M 0.27%
1,648
+25
72
$3.08M 0.27%
30,697
+1,333
73
$3.06M 0.27%
99,770
-10,401
74
$3.04M 0.27%
36,677
+2,924
75
$3.04M 0.27%
54,792
+9,898