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
$172M
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.54M
3
+$4.1M
4
LILAK icon
Liberty Latin America Class C
LILAK
+$4.02M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M

Top Sells

1
+$8.86M
2
+$5.05M
3
+$4.16M
4
ABT icon
Abbott
ABT
+$4.13M
5
LNG icon
Cheniere Energy
LNG
+$3.13M

Sector Composition

1 Energy 19.37%
2 Materials 15.95%
3 Financials 14.1%
4 Communication Services 10.19%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.41%
127,259
-71
27
$2.33M 1.34%
+782,018
28
$2.23M 1.29%
62,712
+36,236
29
$2.09M 1.21%
168,206
-334,119
30
$2.02M 1.16%
29,475
+16,257
31
$1.94M 1.12%
309,440
-56,318
32
$1.85M 1.07%
41,737
-17,916
33
$1.84M 1.06%
84,492
34
$1.77M 1.02%
15,528
35
$1.66M 0.95%
37,315
+9,335
36
$1.57M 0.91%
+328,772
37
$1.57M 0.9%
96,783
+6,928
38
$1.55M 0.89%
74,112
39
$1.41M 0.81%
73,452
40
$1.39M 0.8%
25,373
-2,318
41
$1.39M 0.8%
348,241
+135,263
42
$1.26M 0.73%
130,937
43
$1.21M 0.7%
28,431
-1,032
44
$1.15M 0.66%
29,000
45
$1.11M 0.64%
6,591
+4,156
46
$1.08M 0.62%
99,105
-6,754
47
$1.07M 0.62%
55,704
-8,975
48
$1.06M 0.61%
397,243
-3,850
49
$1.03M 0.59%
28,214
-45
50
$1M 0.58%
+578,496
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