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
$659M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$5.14M
3 +$5.01M
4
SNY icon
Sanofi
SNY
+$4.69M
5
KMB icon
Kimberly-Clark
KMB
+$4.61M

Top Sells

1 +$10.9M
2 +$10M
3 +$7.27M
4
PXD
Pioneer Natural Resource Co.
PXD
+$6.1M
5
TPL icon
Texas Pacific Land
TPL
+$5.46M

Sector Composition

1 Technology 14.83%
2 Energy 13.57%
3 Healthcare 8.63%
4 Financials 6.76%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,202
227
-26,575
228
-11,850