OWIM

Old West Investment Management Portfolio holdings

AUM $560M
1-Year Est. Return 72.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$12.6M
3
+$11.8M
4
AN icon
AutoNation
AN
+$8.92M
5
FWONA icon
Liberty Media Series A
FWONA
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 35.58%
2 Financials 12.95%
3 Communication Services 10.25%
4 Healthcare 8.93%
5 Energy 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.76%
+49,146
27
$1.11M 0.74%
+28,427
28
$1.08M 0.72%
+34,789
29
$1.07M 0.71%
+32,786
30
$1.06M 0.71%
+165,645
31
$1.06M 0.71%
+88,415
32
$1.05M 0.7%
+20,000
33
$1.02M 0.68%
+74,792
34
$1.01M 0.68%
+60,474
35
$996K 0.67%
+16,171
36
$973K 0.65%
+23,324
37
$953K 0.64%
+83,768
38
$933K 0.62%
+99,865
39
$913K 0.61%
+20,000
40
$869K 0.58%
+28,778
41
$828K 0.55%
+12,725
42
$820K 0.55%
+29,721
43
$805K 0.54%
+15,651
44
$797K 0.53%
+66,168
45
$783K 0.52%
+6,997
46
$783K 0.52%
+25,000
47
$782K 0.52%
+11,890
48
$770K 0.51%
+8,000
49
$753K 0.5%
+6,650
50
$750K 0.5%
+11,845
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