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
$119M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$4.75M
3
+$2.99M
4
ENOV icon
Enovis
ENOV
+$1.96M
5
PAGP icon
Plains GP Holdings
PAGP
+$1.96M

Top Sells

1
+$5.33M
2
+$3.59M
3
+$2.39M
4
AN icon
AutoNation
AN
+$1.93M
5
WES
Western Gas Partners Lp
WES
+$808K

Sector Composition

1 Materials 19.53%
2 Financials 18.05%
3 Technology 14%
4 Consumer Discretionary 11.96%
5 Energy 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.84%
+132,679
27
$961K 0.8%
73,265
28
$947K 0.79%
21,397
-110
29
$946K 0.79%
50,000
30
$941K 0.79%
20,169
-41,326
31
$851K 0.71%
50,000
32
$848K 0.71%
31,467
-97
33
$819K 0.69%
25,518
-182
34
$808K 0.68%
20,000
35
$808K 0.68%
28,678
-91
36
$731K 0.61%
38,888
-4,479
37
$682K 0.57%
50,000
38
$681K 0.57%
20,887
39
$668K 0.56%
18,270
-27
40
$595K 0.5%
127,620
+65,701
41
$593K 0.5%
8,172
42
$560K 0.47%
12,447
-955
43
$559K 0.47%
+17,611
44
$552K 0.46%
47,000
45
$525K 0.44%
+24,002
46
$507K 0.42%
19,899
+5,982
47
$476K 0.4%
74,150
-1,131
48
$457K 0.38%
103,003
+62,382
49
$450K 0.38%
8,334
-12,462
50
$450K 0.38%
12,171
-773
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