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
$801M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.8M
3
+$14.2M
4
OHI icon
Omega Healthcare
OHI
+$13.2M
5
CHI
Calamos Convertible Opportunities and Income Fund
CHI
+$12.5M

Top Sells

1
+$18.2M
2
+$4.74M
3
+$3.4M
4
HTS
HATTERAS FINANCIAL CORP
HTS
+$2.77M
5
TSN icon
Tyson Foods
TSN
+$2.62M

Sector Composition

1 Energy 15.47%
2 Financials 10.36%
3 Healthcare 6.42%
4 Communication Services 5.44%
5 Real Estate 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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