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
201
$804K 0.08%
28,091
202
$791K 0.08%
6,577
203
$781K 0.08%
5,105
-2,941
204
$763K 0.08%
+619
205
$754K 0.08%
10,765
+7,900
206
$751K 0.07%
12,763
+877
207
$742K 0.07%
13,318
+1,266
208
$730K 0.07%
83,408
-51,162
209
$728K 0.07%
150
210
$721K 0.07%
17,405
+82
211
$720K 0.07%
+12,221
212
$720K 0.07%
9,435
+2,140
213
$719K 0.07%
+11,540
214
$717K 0.07%
14,660
-645
215
$717K 0.07%
+15,965
216
$715K 0.07%
12,058
+1,943
217
$706K 0.07%
13,507
+940
218
$697K 0.07%
+14,595
219
$696K 0.07%
+19,710
220
$689K 0.07%
+13,975
221
$682K 0.07%
22,000
222
$677K 0.07%
7,788
-545
223
$660K 0.07%
9,375
-53
224
$656K 0.07%
15,717
-16
225
$655K 0.07%
4,010
+710
7 8
9
10 11