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
$748M
AUM Growth
-$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.83M
3
+$4.4M
4
LVS icon
Las Vegas Sands
LVS
+$3.48M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.7M

Top Sells

1
+$6.41M
2
+$5.28M
3
+$4.85M
4
GLW icon
Corning
GLW
+$4.51M
5
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
+$4.14M

Sector Composition

1 Energy 14.66%
2 Financials 6.88%
3 Technology 5.38%
4 Healthcare 3.68%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
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