OA

Oxbow Advisors Portfolio holdings

AUM $915M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$9.62M
3 +$4.68M
4
WEN icon
Wendy's
WEN
+$4.08M
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$3.36M

Top Sells

1 +$20.5M
2 +$19.1M
3 +$15.3M
4
ACG
AllianceBernstein Income Fund Inc
ACG
+$6.53M
5
NLY icon
Annaly Capital Management
NLY
+$6.08M

Sector Composition

1 Energy 27.92%
2 Technology 5.73%
3 Industrials 3.53%
4 Materials 3.49%
5 Financials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-55,839
227
-6,640
228
-39,280
229
-10,705
230
-422,166