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
126
$1.82M 0.18%
14,992
+1,597
127
$1.81M 0.18%
23,725
+8,855
128
$1.77M 0.18%
35,043
+1,403
129
$1.75M 0.18%
+67,540
130
$1.71M 0.17%
33,700
131
$1.71M 0.17%
23,206
-1,342
132
$1.7M 0.17%
39,761
-4,029
133
$1.7M 0.17%
+28,215
134
$1.7M 0.17%
68,703
-15,101
135
$1.69M 0.17%
10,028
-299
136
$1.68M 0.17%
10,227
+342
137
$1.64M 0.16%
44,734
-4,812
138
$1.62M 0.16%
59,170
+24,880
139
$1.55M 0.15%
17,675
+725
140
$1.54M 0.15%
31,101
+573
141
$1.54M 0.15%
28,506
-2,541
142
$1.52M 0.15%
16,265
-1,804
143
$1.51M 0.15%
21,717
-529
144
$1.5M 0.15%
49,494
-16,678
145
$1.48M 0.15%
29,126
-15,511
146
$1.47M 0.15%
15,076
+2,104
147
$1.46M 0.15%
20,978
-1,058
148
$1.46M 0.15%
5,778
-26
149
$1.45M 0.14%
13,305
+6,545
150
$1.45M 0.14%
20,675
+5,865
4 5
6
7 8