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
$774M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$11.9M
3 +$8.72M
4
MEMP
Memorial Production Partners LP Common Units
MEMP
+$8.41M
5
KMI icon
Kinder Morgan
KMI
+$8.35M

Sector Composition

1 Energy 21.01%
2 Financials 7.9%
3 Technology 5.98%
4 Healthcare 5.52%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-18,468
277
-82,925
278
-24,759
279
-518,845