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
$159M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.63M
3
+$1.41M
4
UUUU icon
Energy Fuels
UUUU
+$1.4M
5
DHXM
DHX Media Ltd. Common Voting and Variable Voting Shares
DHXM
+$1.34M

Top Sells

1
+$2.87M
2
+$2.53M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.34M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.24M

Sector Composition

1 Energy 24.25%
2 Materials 22.44%
3 Real Estate 15.96%
4 Financials 7.14%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.07%
114,424
-2,195
27
$2.25M 1.06%
79,203
-24,011
28
$2.11M 0.99%
84,492
29
$2.09M 0.98%
24,819
-4,308
30
$2.01M 0.94%
35,120
-23,407
31
$1.98M 0.93%
27,326
-638
32
$1.92M 0.9%
15,398
-130
33
$1.78M 0.84%
367,870
-9,850
34
$1.71M 0.81%
160,628
35
$1.69M 0.8%
33,683
+3,072
36
$1.68M 0.79%
74,112
37
$1.63M 0.77%
37,951
-24,761
38
$1.58M 0.75%
200,000
39
$1.41M 0.66%
+49,245
40
$1.3M 0.61%
1,487
-2
41
$1.28M 0.6%
130,937
42
$1.27M 0.6%
8,644
+428
43
$1.15M 0.54%
39,511
-2,527
44
$1.07M 0.5%
51,809
45
$1.06M 0.5%
1,889,732
46
$1.01M 0.48%
23,572
-3,266
47
$899K 0.42%
5,372
+1,274
48
$795K 0.37%
83,985
+10,435
49
$731K 0.34%
354,998
-42,808
50
$596K 0.28%
20,956
-10,223
1
2
3