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
$616M
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.44M
3
+$3.13M
4
C icon
Citigroup
C
+$2.75M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$2.66M

Top Sells

1
+$70.8M
2
+$26.9M
3
+$16.3M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$11.6M
5
OKS
Oneok Partners LP
OKS
+$11M

Sector Composition

1 Energy 19.26%
2 Financials 11.38%
3 Communication Services 6.76%
4 Healthcare 6.61%
5 Real Estate 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
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