OA
Oxbow Advisors Portfolio holdings
AUM
$1.14B
1-Year Est. Return
26.1%
This Fund
S&P 500
1 Year Est. Return
+26.1%
AUM
$687M
AUM Growth
+$92.3M
(+16%)
Holding
295
Top Buys
| 1 | +$12.4M | |
| 2 | +$10.2M | |
| 3 | +$9.4M | |
| 4 |
BDXB
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B
BDXB
|
+$9.31M |
| 5 |
Novartis
NVS
|
+$8.56M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$9.47M | |
| 3 | +$8.49M | |
| 4 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$8.14M |
| 5 |
Nuveen Municipal Credit Income Fund
NZF
|
+$7.1M |
Sector Composition
| 1 | Energy | 11.18% |
| 2 | Technology | 10.25% |
| 3 | Financials | 7.51% |
| 4 | Healthcare | 7.47% |
| 5 | Consumer Discretionary | 7.44% |