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
$1.14B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$7.06M
2 +$7.05M
3 +$6.72M
4
MMC icon
Marsh & McLennan
MMC
+$3.68M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.19M

Top Sells

1 +$6.92M
2 +$4.28M
3 +$4.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M
5
EMR icon
Emerson Electric
EMR
+$2.5M

Sector Composition

1 Healthcare 7.24%
2 Consumer Staples 6.53%
3 Technology 5.24%
4 Industrials 5.08%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.96M 0.17%
54,384
-5,420
102
$1.96M 0.17%
55,816
-4,032
103
$1.91M 0.17%
18,630
-500
104
$1.83M 0.16%
46,969
+29,757
105
$1.76M 0.15%
56,520
+1,780
106
$1.75M 0.15%
35,327
+2,753
107
$1.72M 0.15%
30,777
-1,072
108
$1.71M 0.15%
41,410
-1,275
109
$1.71M 0.15%
24,625
-394
110
$1.69M 0.15%
14,475
+594
111
$1.68M 0.15%
19,932
-6,165
112
$1.68M 0.15%
13,420
-11
113
$1.63M 0.14%
35,900
-380
114
$1.59M 0.14%
9,835
+1,690
115
$1.59M 0.14%
36,097
-8,341
116
$1.54M 0.13%
10,130
-717
117
$1.53M 0.13%
28,555
-9,101
118
$1.5M 0.13%
47,941
-5,125
119
$1.5M 0.13%
14,088
-94
120
$1.48M 0.13%
19,228
+573
121
$1.47M 0.13%
12,371
+550
122
$1.46M 0.13%
14,562
-504
123
$1.43M 0.13%
9,840
+159
124
$1.42M 0.12%
3,367
+51
125
$1.41M 0.12%
32,935
-60