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
151
$1.41M 0.14%
11,404
+1,542
152
$1.4M 0.14%
4,565
-1,070
153
$1.39M 0.14%
39,313
+6,064
154
$1.35M 0.14%
20,340
155
$1.35M 0.14%
17,435
-1,020
156
$1.35M 0.13%
53,872
-83,774
157
$1.34M 0.13%
52,348
-29,229
158
$1.31M 0.13%
24,149
+13,128
159
$1.31M 0.13%
24,167
-1,430
160
$1.3M 0.13%
26,023
-768
161
$1.28M 0.13%
9,331
+55
162
$1.26M 0.13%
108,954
-9,102
163
$1.23M 0.12%
+15,075
164
$1.17M 0.12%
15,579
-26
165
$1.16M 0.12%
28,522
+21,164
166
$1.14M 0.11%
84,000
-92,635
167
$1.12M 0.11%
18,136
-378
168
$1.12M 0.11%
17,190
-750
169
$1.1M 0.11%
23,431
-1,150
170
$1.08M 0.11%
24,880
+5,420
171
$1.06M 0.11%
+10,746
172
$1.06M 0.11%
26,489
+1,747
173
$1.06M 0.11%
+44,725
174
$1.05M 0.1%
105,240
+69,975
175
$1.04M 0.1%
26,102
-699
5 6
7
8 9