OA
Oxbow Advisors Portfolio holdings
AUM
$915M
1-Year Return
17.22%
This Quarter Return
+1.65%
1 Year Return
+17.22%
3 Year Return
+51.42%
5 Year Return
+81.66%
10 Year Return
+98.71%
AUM
$801M
AUM Growth
+$193M
(+32%)
Cap. Flow
+$192M
Cap. Flow
% of AUM
23.92%
Top 10 Holdings %
Top 10 Hldgs %
24.46%
Holding
296
New
34
Increased
115
Reduced
69
Closed
24
Top Buys
Top Sells
| 1 |
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
|
$18.2M |
| 2 |
DHC
Diversified Healthcare Trust
DHC
|
$4.74M |
| 3 |
Herc Holdings
HRI
|
$3.4M |
| 4 |
HTS
HATTERAS FINANCIAL CORP
HTS
|
$2.77M |
| 5 |
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% |
