OWIM

Old West Investment Management Portfolio holdings

AUM $436M
1-Year Est. Return 52.19%
This Quarter Est. Return
1 Year Est. Return
+52.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.62M
3
+$6.51M
4
WNR
Western Refining Inc
WNR
+$1.5M
5
SPXC icon
SPX Corp
SPXC
+$875K

Top Sells

1
+$30.4M
2
+$3.61M
3
+$1.35M
4
NVS icon
Novartis
NVS
+$750K
5
HES
Hess
HES
+$697K

Sector Composition

1 Consumer Discretionary 18.56%
2 Financials 12.89%
3 Energy 12.04%
4 Communication Services 11.57%
5 Materials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.54%
74,094
-698
27
$1.11M 0.53%
56,388
+407
28
$1.1M 0.52%
86,116
+2,348
29
$1.1M 0.52%
29,160
+733
30
$1.07M 0.51%
30,000
31
$1.05M 0.5%
20,000
32
$1.01M 0.48%
114,447
+45,759
33
$1M 0.48%
11,822
-68
34
$992K 0.47%
16,596
+425
35
$984K 0.47%
164,715
-930
36
$970K 0.46%
101,779
-198
37
$962K 0.46%
23,902
+578
38
$923K 0.44%
30,195
+280
39
$875K 0.42%
+41,096
40
$873K 0.42%
28,778
41
$871K 0.41%
14,431
-74
42
$863K 0.41%
13,019
+294
43
$862K 0.41%
13,336
-65
44
$839K 0.4%
30,360
+639
45
$834K 0.4%
142,450
+3,265
46
$830K 0.4%
15,593
-58
47
$827K 0.39%
189,681
+9,001
48
$816K 0.39%
73,265
-15,150
49
$805K 0.38%
47,733
-34,339
50
$802K 0.38%
20,000
1
2
3 4