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
76
$2.99M 0.3%
32,738
+19,600
77
$2.98M 0.3%
37,649
-2,284
78
$2.94M 0.29%
66,780
-4,820
79
$2.93M 0.29%
68,793
-14,751
80
$2.87M 0.29%
55,396
+1,149
81
$2.84M 0.28%
31,887
+51
82
$2.82M 0.28%
48,451
+8,937
83
$2.78M 0.28%
42,391
-295
84
$2.75M 0.27%
114,856
+16,076
85
$2.74M 0.27%
64,120
+6,539
86
$2.72M 0.27%
+17,605
87
$2.69M 0.27%
65,687
-19,460
88
$2.6M 0.26%
31,330
-862
89
$2.56M 0.26%
12,456
+1,242
90
$2.55M 0.25%
2,142
-968
91
$2.53M 0.25%
43,432
+1,054
92
$2.52M 0.25%
28,855
-1,835
93
$2.51M 0.25%
20,010
-8,971
94
$2.5M 0.25%
33,980
+219
95
$2.49M 0.25%
47,644
+16,379
96
$2.47M 0.25%
35,024
+1,379
97
$2.44M 0.24%
70,460
+7,430
98
$2.44M 0.24%
38,313
-1,121
99
$2.43M 0.24%
31,483
+4,735
100
$2.41M 0.24%
46,247
-3,942
2 3
4
5 6