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
$177M
AUM Growth
-$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.5M
3
+$2.48M
4
MHK icon
Mohawk Industries
MHK
+$2.24M
5
CWH icon
Camping World
CWH
+$1.78M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.53M
4
LNG icon
Cheniere Energy
LNG
+$1.41M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$1.4M

Sector Composition

1 Energy 22.76%
2 Materials 18.78%
3 Communication Services 11.16%
4 Healthcare 10.53%
5 Real Estate 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.23%
131,173
-67,732
27
$2.52M 1.04%
181,381
+218
28
$2.5M 1.03%
+300,000
29
$2.19M 0.9%
30,944
30
$2.17M 0.9%
1,091,373
+76,297
31
$2.15M 0.89%
96,783
32
$2.07M 0.86%
84,492
33
$1.9M 0.78%
15,528
34
$1.78M 0.73%
+83,456
35
$1.76M 0.73%
49,311
-5,447
36
$1.75M 0.72%
37,483
37
$1.59M 0.66%
74,112
38
$1.57M 0.65%
400,314
+45,558
39
$1.52M 0.63%
130,937
40
$1.4M 0.58%
30,133
+83
41
$1.37M 0.57%
+668,112
42
$1.37M 0.56%
409,076
+365,848
43
$1.33M 0.55%
45,184
-8,497
44
$1.1M 0.46%
37,344
-11,899
45
$1.05M 0.44%
55,704
46
$967K 0.4%
50,925
-7,602
47
$959K 0.4%
29,018
48
$900K 0.37%
4,729
-1,999
49
$867K 0.36%
160,628
+61,769
50
$834K 0.34%
30,000
1
2
3 4