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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
GLDSpdr Gold Tr
Recent Activity
Increased 0.58%
0.66%
$6.644M
27,334 shares@ $243.06 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 6.03%
0.65%
$6.511M
128,313 shares@ $50.74 avg price
SNYSanofi
Recent Activity
Increased 0.24%
0.58%
$5.761M
99,959 shares@ $57.63 avg price
GSKGsk Plc
Recent Activity
Increased 3.26%
0.58%
$5.753M
140,735 shares@ $40.89 avg price
KOCoca Cola Co
Recent Activity
Increased 1.25%
0.58%
$5.749M
80,003 shares@ $71.87 avg price
NTRNutrien Ltd
Recent Activity
Increased 68.71%
0.57%
$5.741M
119,450 shares@ $48.06 avg price
MRKMerck & Co Inc
Recent Activity
Increased 110.22%
0.56%
$5.596M
49,278 shares@ $113.56 avg price
UGIUgi Corp New
Recent Activity
Increased 1.48%
0.55%
$5.492M
219,505 shares@ $25.02 avg price
ELVElevance Health Inc
Recent Activity
Increased 0.53%
0.54%
$5.421M
10,426 shares@ $519.99 avg price
MOSMosaic Co New
Recent Activity
Increased 63.66%
0.54%
$5.418M
202,297 shares@ $26.79 avg price