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OA

Oxbow Advisors Portfolio holdings

AUM $1.18B
1-Year Est. Return 29.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.16M
3
+$3.99M
4
TEP
Tallgrass Energy Partners, LP
TEP
+$3.87M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$3.53M

Top Sells

1
+$6.3M
2
+$4.45M
3
+$4.03M
4
VZ icon
Verizon
VZ
+$3.99M
5
OHI icon
Omega Healthcare
OHI
+$3.32M

Sector Composition

1 Energy 15.59%
2 Financials 11.78%
3 Technology 6.86%
4 Healthcare 6.52%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
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