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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
DSTLEtf Ser Solutions
Recent Activity
Increased 8.98%
1.22%
$12.213M
215,287 shares@ $56.73 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.71%
1.15%
$11.516M
22,241 shares@ $517.79 avg price
VVisa Inc
Recent Activity
Increased 0.81%
1.13%
$11.321M
41,173 shares@ $274.96 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 5.3%
1.06%
$10.61M
90,517 shares@ $117.23 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 0.67%
1.01%
$10.137M
458,876 shares@ $22.1 avg price
SLVIshares Silver Tr
Recent Activity
Increased 8.18%
0.93%
$9.298M
327,295 shares@ $28.42 avg price
EWUIshares Tr
Recent Activity
Increased 0.43%
0.84%
$8.451M
225,891 shares@ $37.41 avg price
ULUnilever Plc
Recent Activity
Increased 0.57%
0.82%
$8.208M
126,357 shares@ $64.96 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.51%
0.73%
$7.268M
23,869 shares@ $304.52 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.7%
0.67%
$6.697M
41,323 shares@ $162.06 avg price