OA
Oxbow Advisors Portfolio holdings
AUM
$915M
1-Year Est. Return
17.22%
1 Year Est. Return
+17.22%
AUM
$947M
AUM Growth
+$97M
(+11%)
Holding
227
Top Buys
| 1 | +$63.9M | |
| 2 | +$17.1M | |
| 3 | +$5.57M | |
| 4 |
Vale
VALE
|
+$4.89M |
| 5 |
Pan American Silver
PAAS
|
+$4.47M |
Top Sells
| 1 | +$7.33M | |
| 2 | +$5.05M | |
| 3 | +$5.02M | |
| 4 |
GSK
GSK
|
+$4.64M |
| 5 |
Mastercard
MA
|
+$4.25M |
Sector Composition
| 1 | Energy | 13.98% |
| 2 | Materials | 10.03% |
| 3 | Technology | 8.93% |
| 4 | Healthcare | 6.6% |
| 5 | Financials | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Value ETF
VTV
$149B
| – | – |
-1,332
|
|
||
227
Expro
XPRO
$1.56B
| – | – |
-32,197
|
|