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
$595M
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$12.2M
3
+$11.2M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
EPD icon
Enterprise Products Partners
EPD
+$8.49M

Top Sells

1
+$103M
2
+$30.5M
3
+$16.1M
4
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$9.54M
5
MPLX icon
MPLX
MPLX
+$7.89M

Sector Composition

1 Energy 12.77%
2 Technology 9.3%
3 Consumer Discretionary 6.48%
4 Financials 6.38%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
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