OA
Oxbow Advisors Portfolio holdings
AUM
$915M
1-Year Return
17.22%
This Quarter Return
+2.46%
1 Year Return
+17.22%
3 Year Return
+51.42%
5 Year Return
+81.66%
10 Year Return
+98.71%
AUM
$709M
AUM Growth
+$82.9M
(+13%)
Cap. Flow
+$65M
Cap. Flow
% of AUM
9.16%
Top 10 Holdings %
Top 10 Hldgs %
29.55%
Holding
242
New
29
Increased
87
Reduced
53
Closed
16
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$38.7M |
| 2 |
PWE
Penn West Energy Petroleum Ltd
PWE
|
$10.7M |
| 3 |
WFT
Weatherford International plc
WFT
|
$4.45M |
| 4 |
CHKR
CHESAPEAKE GRANITE WASH TRUST
CHKR
|
$2.11M |
| 5 |
Micron Technology
MU
|
$1.85M |
Sector Composition
| 1 | Energy | 23.06% |
| 2 | Financials | 8.72% |
| 3 | Industrials | 5.21% |
| 4 | Communication Services | 5.13% |
| 5 | Technology | 3.59% |
