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
$1.47B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.1M
3
+$5.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.85M

Top Sells

1
+$16M
2
+$4.81M
3
+$4.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.16M
5
VTV icon
Vanguard Value ETF
VTV
+$1.77M

Sector Composition

1 Technology 5.51%
2 Healthcare 4.28%
3 Financials 2.97%
4 Consumer Staples 2.33%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.23%
44,161
-445
52
$3.19M 0.22%
65,287
-8,160
53
$3.17M 0.22%
32,759
-263
54
$2.97M 0.2%
39,012
+8,355
55
$2.91M 0.2%
97,921
+2,530
56
$2.9M 0.2%
21,429
57
$2.77M 0.19%
16,963
-1,421
58
$2.68M 0.18%
56,204
+5,068
59
$2.59M 0.18%
9,701
-210
60
$2.52M 0.17%
55,940
+11,318
61
$2.5M 0.17%
49,822
-15,073
62
$2.44M 0.17%
23,872
-134
63
$2.42M 0.16%
10,689
-97
64
$2.37M 0.16%
37,472
+1,843
65
$2.35M 0.16%
7,707
+794
66
$2.3M 0.16%
10,636
+1,610
67
$2.27M 0.15%
4,466
-104
68
$2.19M 0.15%
6,783
-933
69
$2.19M 0.15%
30,367
+6,021
70
$2.17M 0.15%
17,406
-70
71
$2.15M 0.15%
7,773
+72
72
$2.06M 0.14%
9,689
+183
73
$2M 0.14%
17,685
-9,303
74
$1.96M 0.13%
23,607
-2,104
75
$1.95M 0.13%
55,919
+31,222
1 2
3
4 5