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OA

Oxbow Advisors Portfolio holdings

AUM $1.18B
1-Year Est. Return 29.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Sector Composition

1 Energy 11.18%
2 Technology 10.25%
3 Financials 7.51%
4 Healthcare 7.47%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-34,000
252
-20,475
253
-2,135
254
-2,625
255
-249,751
256
-3,463
257
-11,425
258
-20,400
259
-10,370
260
-1,883
261
-10,701
262
-42,980
263
-27,900
264
-21,629
265
-16,707
266
-7,455
267
-8,758
268
-768,671
269
-42,530
270
-18,540