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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
CHRDChord Energy Corporation
Recent Activity
Exited
0%
$326,976
1,950 shares@ $167.68 avg price
ARESAres Management Corporation
Recent Activity
Exited
0%
$293,216
2,200 shares@ $133.28 avg price
URAGlobal X Fds
Recent Activity
Exited
0%
$261,831
9,044 shares@ $28.96 avg price
PAASPan Amern Silver Corp
Recent Activity
Exited
0%
$231,204
11,630 shares@ $19.88 avg price
HALHalliburton Co
Recent Activity
Exited
0%
$215,111
6,368 shares@ $33.78 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$209,825
3,533 shares@ $59.4 avg price
IRIngersoll Rand Inc
Recent Activity
Exited
0%
$208,932
2,300 shares@ $90.84 avg price
FAMFirst Tr Abrdn Gbl Opp Incm
Recent Activity
Exited
0%
$172,448
27,200 shares@ $6.34 avg price
EXKEndeavour Silver Corp
Recent Activity
Exited
0%
$51,040
14,500 shares@ $3.52 avg price