OA

Oxbow Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 21.37%
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
+$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$63.9M
2 +$17.1M
3 +$5.57M
4
VALE icon
Vale
VALE
+$4.89M
5
PAAS icon
Pan American Silver
PAAS
+$4.47M

Top Sells

1 +$7.33M
2 +$5.05M
3 +$5.02M
4
GSK icon
GSK
GSK
+$4.64M
5
MA icon
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
-32,197
227
-20,801