OA
Oxbow Advisors Portfolio holdings
AUM
$915M
This Quarter Return
+6.2%
1 Year Return
+17.22%
3 Year Return
+51.42%
5 Year Return
+81.66%
10 Year Return
+98.71%
AUM
$1.04B
AUM Growth
+$1.04B
(+6.2%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
29.97%
Holding
314
New
24
Increased
86
Reduced
101
Closed
33
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$62.6M |
| 2 |
BSX.PRA
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
|
$12M |
| 3 |
Charter Communications
CHTR
|
$7.87M |
| 4 |
PayPal
PYPL
|
$5.45M |
| 5 |
Unilever
UL
|
$5.43M |
Top Sells
Sector Composition
| 1 | Technology | 14.18% |
| 2 | Energy | 9.95% |
| 3 | Financials | 7.48% |
| 4 | Communication Services | 7.11% |
| 5 | Consumer Discretionary | 6.65% |