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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
BXBlackstone Inc
Recent Activity
Decreased -7.56%
0.38%
$3.758M
24,538 shares@ $153.14 avg price
MASMasco Corp
Recent Activity
Decreased -0.41%
0.34%
$3.363M
40,065 shares@ $83.95 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -0.48%
0.33%
$3.322M
83,428 shares@ $39.82 avg price
NVSNovartis Ag
Recent Activity
Decreased -0.56%
0.29%
$2.922M
25,402 shares@ $115.02 avg price
EIXEdison Intl
Recent Activity
Decreased -0.85%
0.28%
$2.801M
32,167 shares@ $87.09 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -8.06%
0.24%
$2.419M
4,956 shares@ $488.08 avg price
DVYIshares Tr
Recent Activity
Decreased -0.41%
0.24%
$2.412M
17,860 shares@ $135.07 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.76%
0.22%
$2.144M
3,737 shares@ $573.76 avg price
PAAPlains All Amern Pipeline L
Recent Activity
Decreased 0%
0.2%
$2.014M
115,932 shares@ $17.38 avg price
JXNJackson Financial Inc
Recent Activity
Decreased -10.28%
0.18%
$1.793M
19,652 shares@ $91.24 avg price