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
$715M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$36.4M
2 +$7.8M
3 +$6.85M
4
TEP
Tallgrass Energy Partners, LP
TEP
+$6.04M
5
F icon
Ford
F
+$5.46M

Top Sells

1 +$35.4M
2 +$23.2M
3 +$8.04M
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$7.31M
5
INTC icon
Intel
INTC
+$5.12M

Sector Composition

1 Energy 24.28%
2 Technology 5.15%
3 Consumer Discretionary 4.64%
4 Financials 4.24%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-381,901