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
101
$2.4M 0.24%
107,241
-23,151
102
$2.39M 0.24%
55,485
-2,560
103
$2.33M 0.23%
20,504
+480
104
$2.28M 0.23%
61,754
-8,200
105
$2.27M 0.23%
21,061
+727
106
$2.26M 0.23%
25,451
+19,125
107
$2.24M 0.22%
18,151
-3,832
108
$2.24M 0.22%
22,505
+5,860
109
$2.2M 0.22%
128,105
+4,640
110
$2.15M 0.21%
25,904
-201
111
$2.12M 0.21%
21,644
+5,976
112
$2.09M 0.21%
93,963
-2,915
113
$2.06M 0.21%
36,473
-245
114
$2.04M 0.2%
29,153
+14,135
115
$2.02M 0.2%
30,295
-10,290
116
$2.01M 0.2%
40,492
-3,629
117
$2M 0.2%
30,325
+5,320
118
$1.98M 0.2%
56,025
+2,709
119
$1.98M 0.2%
32,941
-569
120
$1.96M 0.2%
59,271
-6,870
121
$1.95M 0.19%
28,170
+3,720
122
$1.93M 0.19%
88,292
-4,570
123
$1.91M 0.19%
19,730
-2,448
124
$1.87M 0.19%
47,199
+2,998
125
$1.83M 0.18%
47,866
+5,290
3 4
5
6 7