BOH

Bank of Hawaii Portfolio holdings

AUM $2B
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$9.04M
3
+$5.53M
4
WDC icon
Western Digital
WDC
+$5.42M
5
RBLX icon
Roblox
RBLX
+$2.96M

Top Sells

1
+$15M
2
+$7.3M
3
+$5.36M
4
MSFT icon
Microsoft
MSFT
+$4.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M

Sector Composition

1 Technology 8.99%
2 Consumer Discretionary 4.73%
3 Financials 3.05%
4 Communication Services 2.9%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
101
Boston Scientific
BSX
$136B
$1.94M 0.1%
19,916
+5,333
ORCL icon
102
Oracle
ORCL
$567B
$1.85M 0.09%
6,567
+1,692
APH icon
103
Amphenol
APH
$170B
$1.85M 0.09%
14,924
SO icon
104
Southern Company
SO
$93.3B
$1.76M 0.09%
18,598
-715
SCHW icon
105
Charles Schwab
SCHW
$172B
$1.73M 0.09%
18,166
+1,135
AXP icon
106
American Express
AXP
$265B
$1.67M 0.08%
5,040
-319
SE icon
107
Sea Limited
SE
$74.9B
$1.63M 0.08%
9,127
+765
COST icon
108
Costco
COST
$393B
$1.63M 0.08%
1,760
+99
IVW icon
109
iShares S&P 500 Growth ETF
IVW
$67.2B
$1.61M 0.08%
13,366
VBR icon
110
Vanguard Small-Cap Value ETF
VBR
$32.9B
$1.56M 0.08%
7,497
PEP icon
111
PepsiCo
PEP
$204B
$1.54M 0.08%
10,937
+155
AMD icon
112
Advanced Micro Devices
AMD
$360B
$1.52M 0.08%
9,411
-7,980
MLM icon
113
Martin Marietta Materials
MLM
$38.1B
$1.52M 0.08%
2,409
+973
EMR icon
114
Emerson Electric
EMR
$78.4B
$1.51M 0.08%
11,518
-123
VOT icon
115
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$1.5M 0.08%
5,117
BAC icon
116
Bank of America
BAC
$398B
$1.45M 0.07%
28,144
-782
NOC icon
117
Northrop Grumman
NOC
$79.9B
$1.44M 0.07%
2,356
+215
AZN icon
118
AstraZeneca
AZN
$280B
$1.35M 0.07%
17,560
+1,299
COF icon
119
Capital One
COF
$152B
$1.32M 0.07%
6,225
-686
MDY icon
120
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$1.24M 0.06%
2,087
AIG icon
121
American International
AIG
$44.7B
$1.23M 0.06%
15,623
+1,069
VBK icon
122
Vanguard Small-Cap Growth ETF
VBK
$21.4B
$1.22M 0.06%
4,110
MDB icon
123
MongoDB
MDB
$34.2B
$1.22M 0.06%
+3,940
INTC icon
124
Intel
INTC
$188B
$1.22M 0.06%
36,413
+1,750
STX icon
125
Seagate
STX
$67.1B
$1.19M 0.06%
5,025
+279
3 4
5
6 7