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
$1.16B
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$10.3M
3
+$8.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.16M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.39M

Top Sells

1
+$6.44M
2
+$4.69M
3
+$4.69M
4
BND icon
Vanguard Total Bond Market
BND
+$4.08M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.74M

Sector Composition

1 Healthcare 6.81%
2 Technology 6.16%
3 Financials 4.99%
4 Consumer Staples 4.57%
5 Industrials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.31%
114,732
-3,246
52
$3.43M 0.3%
68,086
+58,959
53
$3.4M 0.29%
78,534
-1,851
54
$3.38M 0.29%
35,821
+1,211
55
$3.29M 0.28%
75,600
+5,312
56
$3.27M 0.28%
19,017
+610
57
$3.2M 0.28%
69,408
-3,216
58
$3.19M 0.28%
84,124
-8,715
59
$3.19M 0.28%
47,819
-5,385
60
$3.1M 0.27%
50,445
+6,059
61
$3.08M 0.27%
15,842
+927
62
$3.01M 0.26%
1,747
-43
63
$2.98M 0.26%
162,089
64
$2.98M 0.26%
21,529
-985
65
$2.95M 0.26%
13,181
-643
66
$2.91M 0.25%
40,692
-1,463
67
$2.62M 0.23%
30,345
-458
68
$2.61M 0.23%
30,337
-1,263
69
$2.48M 0.21%
30,464
-38,915
70
$2.45M 0.21%
121,028
-3,252
71
$2.45M 0.21%
38,025
+265
72
$2.44M 0.21%
18,595
+1,793
73
$2.43M 0.21%
62,439
-875
74
$2.4M 0.21%
24,009
-1,624
75
$2.38M 0.21%
24,247
-842
1 2
3
4 5