OA

Oxbow Advisors Portfolio holdings

AUM $1.14B
1-Year Est. Return 26.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$8.75M
2 +$4.01M
3 +$2.87M
4
AAPL icon
Apple
AAPL
+$2.09M
5
UAA icon
Under Armour
UAA
+$2.03M

Top Sells

1 +$13M
2 +$9.82M
3 +$6.7M
4
GILD icon
Gilead Sciences
GILD
+$3.49M
5
CVX icon
Chevron
CVX
+$3.34M

Sector Composition

1 Energy 15.69%
2 Financials 10.04%
3 Communication Services 7.83%
4 Healthcare 7.36%
5 Technology 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-21,589