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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.08M
3
+$2.86M
4
ALSN icon
Allison Transmission
ALSN
+$1.98M
5
AIG icon
American International
AIG
+$1.51M

Top Sells

1
+$3.47M
2
+$2.97M
3
+$2.43M
4
SHOS
Sears Hometown and Outlet Stores, Inc.
SHOS
+$2.01M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.49M

Sector Composition

1 Financials 20.35%
2 Consumer Discretionary 15.98%
3 Technology 10%
4 Energy 9.41%
5 Materials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.91%
37,527
-1,529
27
$1.44M 0.89%
27,060
-1,126
28
$1.24M 0.77%
17,000
29
$1.19M 0.74%
297,249
+161,690
30
$1.16M 0.72%
50,000
31
$1.16M 0.72%
140,000
32
$1.16M 0.71%
20,000
33
$1.15M 0.71%
17,000
34
$1.14M 0.71%
73,265
35
$1.11M 0.69%
32,526
-1,200
36
$1.05M 0.65%
47,000
37
$1.04M 0.64%
68,169
-1,690
38
$1.04M 0.64%
20,000
39
$993K 0.61%
10,792
-8
40
$990K 0.61%
6,595
-273
41
$984K 0.61%
114,850
-78,553
42
$957K 0.59%
34,930
+9,119
43
$942K 0.58%
18,660
+186
44
$920K 0.57%
51,778
45
$903K 0.56%
46,064
-16,084
46
$870K 0.54%
60,049
-1,882
47
$862K 0.53%
32,237
-9,280
48
$840K 0.52%
195,475
-230,427
49
$789K 0.49%
+21,365
50
$787K 0.49%
12,765
-382
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