test

Kim Mathis-Doumis

@Oxbow Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.008BTotal holdings217
Assets growth rate18.27%Assets growth rate (2-Q avg)17.64%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oxbow Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Oxbow Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.008B in assets, with a quarterly growth rate of 18.27% and a 2-quarter average growth rate of 17.64%. The portfolio is managed by Kim Mathis-Doumis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$490,618
183,067 shares@ $2.68 avg price
KWEBKraneshares Trust
Recent Activity
Exited
0%
$474,201
17,550 shares@ $27.02 avg price
GDGeneral Dynamics Corp
Recent Activity
Exited
0%
$451,748
1,557 shares@ $290.15 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$439,589
2,710 shares@ $162.21 avg price
SCCOSouthern Copper Corp
Recent Activity
Exited
0%
$435,270
4,040 shares@ $107.75 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$431,102
4,650 shares@ $92.72 avg price
XCEMXClearbridge Mlp And Midstrm
Recent Activity
Exited
0%
$404,407
8,530 shares@ $47.41 avg price
LINLinde Plc
Recent Activity
Exited
0%
$399,756
911 shares@ $438.82 avg price
TTTrane Technologies Plc
Recent Activity
Exited
0%
$378,270
1,150 shares@ $328.94 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$369,835
4,750 shares@ $77.86 avg price