OWIM
Old West Investment Management Portfolio holdings
AUM
$303M
1-Year Return
38.78%
This Quarter Return
+4.2%
1 Year Return
+38.78%
3 Year Return
+118.63%
5 Year Return
+235.04%
10 Year Return
+442.25%
AUM
$185M
AUM Growth
+$4.2M
(+2.3%)
Cap. Flow
+$205K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
45.78%
Holding
71
New
5
Increased
12
Reduced
40
Closed
6
Top Buys
| 1 |
CHK
Chesapeake Energy Corporation
CHK
|
$4.55M |
| 2 |
DISH
DISH Network Corp.
DISH
|
$4.24M |
| 3 |
Penske Automotive Group
PAG
|
$2.84M |
| 4 |
CRR
Carbo Ceramics Inc.
CRR
|
$1.84M |
| 5 |
IDT Corp
IDT
|
$1.69M |
Top Sells
| 1 |
East-West Bancorp
EWBC
|
$4.28M |
| 2 |
Abbott
ABT
|
$3.38M |
| 3 |
GE Aerospace
GE
|
$2.67M |
| 4 |
Freeport-McMoran
FCX
|
$1.57M |
| 5 |
Bank of America
BAC
|
$1.33M |
Sector Composition
| 1 | Energy | 28.93% |
| 2 | Materials | 17.46% |
| 3 | Healthcare | 13.14% |
| 4 | Communication Services | 13.06% |
| 5 | Financials | 11.9% |
