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
$1.21B
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.17M
3
+$5.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.43M

Top Sells

1
+$15.6M
2
+$5.67M
3
+$1.56M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Sector Composition

1 Technology 6.76%
2 Healthcare 6.29%
3 Financials 5.22%
4 Consumer Staples 4.37%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1M 0.08%
7,960
+2
152
$1M 0.08%
8,711
-207
153
$998K 0.08%
22,956
+888
154
$984K 0.08%
46,296
+11,790
155
$984K 0.08%
15,691
-35
156
$972K 0.08%
34,657
-2,636
157
$958K 0.08%
33,656
+734
158
$956K 0.08%
18,350
-17
159
$954K 0.08%
10,243
-122
160
$948K 0.08%
7,011
+13
161
$948K 0.08%
14,329
+477
162
$939K 0.08%
15,880
+5,400
163
$933K 0.08%
8,904
-1,631
164
$932K 0.08%
157,400
-1,200
165
$925K 0.08%
26,971
-730
166
$903K 0.07%
17,571
+4,455
167
$900K 0.07%
1,565
-13
168
$894K 0.07%
13,610
169
$886K 0.07%
7,045
170
$870K 0.07%
48,120
-3,314
171
$862K 0.07%
13,240
+3,460
172
$852K 0.07%
5,470
+33
173
$852K 0.07%
7,715
+140
174
$846K 0.07%
14,859
-386
175
$842K 0.07%
24,600
+13,890
5 6
7
8 9