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
$144M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.64M
3
+$1.56M
4
BNS icon
Scotiabank
BNS
+$1.55M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1.27M

Top Sells

1
+$3.67M
2
+$1.34M
3
+$934K
4
J icon
Jacobs Solutions
J
+$877K
5
AIG icon
American International
AIG
+$843K

Sector Composition

1 Financials 21.19%
2 Technology 15.69%
3 Consumer Discretionary 14.6%
4 Energy 9.94%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.86%
30,080
-563
27
$1.21M 0.84%
+12,564
28
$1.2M 0.83%
47,000
29
$1.19M 0.83%
53,928
-1,200
30
$1.19M 0.83%
20,000
31
$1.13M 0.79%
420,529
+179,965
32
$1.11M 0.77%
73,265
33
$1.11M 0.77%
32,630
-747
34
$1.08M 0.75%
42,629
-144,298
35
$1.08M 0.75%
50,000
36
$1.08M 0.75%
17,000
37
$1.03M 0.72%
140,000
38
$1.01M 0.7%
47,780
-1,140
39
$985K 0.69%
328,504
-5,038
40
$970K 0.68%
27,487
-928
41
$948K 0.66%
10,838
-294
42
$937K 0.65%
24,627
-7,322
43
$936K 0.65%
6,882
-82
44
$900K 0.63%
14,600
45
$817K 0.57%
15,857
-8,251
46
$795K 0.55%
79,667
+36,326
47
$772K 0.54%
13,929
-193
48
$772K 0.54%
48,060
-2,487
49
$751K 0.52%
51,778
50
$724K 0.5%
30,660
-555
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2
3 4