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
$149M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.02M
3
+$1.36M
4
VYX icon
NCR Voyix
VYX
+$1.29M
5
CHRD icon
Chord Energy
CHRD
+$748K

Top Sells

1
+$2.84M
2
+$2.42M
3
+$2.37M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.72M
5
LE icon
Lands' End
LE
+$1.18M

Sector Composition

1 Financials 19.61%
2 Consumer Discretionary 16.11%
3 Technology 15.39%
4 Industrials 8.81%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.82%
55,128
-108,830
27
$1.22M 0.82%
50,000
28
$1.21M 0.82%
20,000
29
$1.2M 0.81%
333,542
+36,293
30
$1.2M 0.8%
73,265
31
$1.18M 0.8%
140,000
32
$1.13M 0.76%
47,000
33
$1.12M 0.75%
17,000
34
$1.05M 0.71%
31,949
-288
35
$1.04M 0.7%
67,492
-677
36
$1.02M 0.69%
11,132
+340
37
$1M 0.68%
6,964
+369
38
$998K 0.67%
48,920
+2,856
39
$934K 0.63%
63,577
+3,528
40
$919K 0.62%
25,616
-32,769
41
$877K 0.59%
23,478
+2,113
42
$871K 0.59%
28,415
-6,515
43
$864K 0.58%
33,337
-41,005
44
$855K 0.58%
31,215
-86,373
45
$849K 0.57%
14,600
-2,400
46
$833K 0.56%
51,778
47
$815K 0.55%
240,564
+45,089
48
$799K 0.54%
14,122
+1,357
49
$778K 0.52%
24,128
-53,404
50
$757K 0.51%
32,290
+720
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