OA

Oxbow Advisors Portfolio holdings

AUM $915M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.4M
3
+$9.33M
4
TPL icon
Texas Pacific Land
TPL
+$6.62M
5
PXD
Pioneer Natural Resource Co.
PXD
+$6.1M

Top Sells

1
+$10.7M
2
+$6.13M
3
+$5.7M
4
NEM icon
Newmont
NEM
+$5.48M
5
WPC icon
W.P. Carey
WPC
+$4.82M

Sector Composition

1 Energy 16.39%
2 Technology 13.84%
3 Healthcare 6.65%
4 Financials 6.18%
5 Materials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36.4K 0.01%
10,000
202
$5.06K ﹤0.01%
167
203
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-18,577
204
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205
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-34,240
206
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-38,368
207
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-693
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209
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210
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211
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-9,077
212
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215
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-19,000
216
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-18,825
217
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218
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219
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220
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221
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-164,746
222
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-47,558
223
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-72,894
224
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-117,381
5 6 7 8
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