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
$185M
AUM Growth
+$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$4.24M
3
+$2.84M
4
CRR
Carbo Ceramics Inc.
CRR
+$1.84M
5
IDT icon
IDT Corp
IDT
+$1.69M

Top Sells

1
+$4.28M
2
+$3.38M
3
+$2.67M
4
FCX icon
Freeport-McMoran
FCX
+$1.57M
5
BAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.29%
1,619,108
+575,453
27
$2.3M 1.21%
266,200
+212,911
28
$2.15M 1.13%
50,429
-10,331
29
$2.07M 1.09%
28,917
-2,659
30
$1.85M 0.97%
84,492
31
$1.83M 0.96%
72,177
-52,695
32
$1.72M 0.9%
73,452
33
$1.64M 0.86%
+89,855
34
$1.61M 0.84%
74,112
-12,751
35
$1.36M 0.72%
29,000
36
$1.31M 0.69%
64,679
37
$1.23M 0.65%
38,772
-4,131
38
$1.23M 0.65%
130,937
39
$1.22M 0.64%
26,476
40
$1.12M 0.59%
113,105
-10,158
41
$1.12M 0.59%
581,983
-8,214
42
$1.06M 0.56%
251,223
-21,945
43
$987K 0.52%
26,315
-19,881
44
$909K 0.48%
28,520
-465
45
$824K 0.43%
+13,773
46
$811K 0.43%
20,000
47
$775K 0.41%
6,693
-23,053
48
$774K 0.41%
30,036
-330
49
$757K 0.4%
34,514
+20,953
50
$695K 0.37%
9,430
-177
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