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
$164M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.71M
3
+$6.09M
4
CHK
Chesapeake Energy Corporation
CHK
+$3.27M
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.12M

Top Sells

1
+$2.41M
2
+$2.07M
3
+$2.04M
4
CVX icon
Chevron
CVX
+$1.57M
5
WMT icon
Walmart
WMT
+$1.44M

Sector Composition

1 Energy 29.58%
2 Materials 17.34%
3 Financials 15.33%
4 Healthcare 12.17%
5 Technology 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.98%
118,026
-90,136
27
$1.35M 0.83%
44,611
-873
28
$1.29M 0.79%
+47,973
29
$1.23M 0.75%
209,629
+73,405
30
$1.17M 0.71%
+47,548
31
$1.16M 0.71%
+72,442
32
$1.09M 0.66%
29,000
33
$1M 0.61%
+4,768
34
$996K 0.61%
20,000
35
$864K 0.53%
75,341
-29,921
36
$863K 0.53%
14,932
-136
37
$853K 0.52%
+14,732
38
$791K 0.48%
29,028
-13,650
39
$719K 0.44%
+230,000
40
$699K 0.43%
37,600
-33,413
41
$670K 0.41%
22,575
-8,139
42
$500K 0.31%
69,278
-1,690
43
$489K 0.3%
23,864
-324
44
$371K 0.23%
12,828
+32
45
$364K 0.22%
102,587
-70
46
$358K 0.22%
+206,018
47
$356K 0.22%
+10,493
48
$346K 0.21%
14,600
49
$345K 0.21%
11,963
-18,222
50
$332K 0.2%
35,741
-92
1
2
3