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
$142M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.69M
3
+$1.68M
4
MHK icon
Mohawk Industries
MHK
+$1.58M
5
VIRT icon
Virtu Financial
VIRT
+$1.43M

Top Sells

1
+$2.76M
2
+$2.44M
3
+$1.58M
4
NG icon
NovaGold Resources
NG
+$1.41M
5
ABT icon
Abbott
ABT
+$1.07M

Sector Composition

1 Energy 23.05%
2 Materials 21.2%
3 Real Estate 14.63%
4 Financials 8.21%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.07%
15,398
27
$1.82M 1.07%
200,000
28
$1.79M 1.05%
74,112
29
$1.79M 1.05%
84,492
30
$1.75M 1.03%
106,054
-8,370
31
$1.61M 0.95%
37,951
32
$1.56M 0.91%
70,120
-71,197
33
$1.51M 0.88%
23,473
-3,853
34
$1.48M 0.87%
32,734
-949
35
$1.42M 0.83%
46,173
-9,820
36
$1.35M 0.79%
180,628
+20,000
37
$1.33M 0.78%
47,902
-1,343
38
$1.29M 0.76%
44,229
+4,718
39
$1.22M 0.71%
130,937
40
$1M 0.59%
11,980
-12,839
41
$982K 0.58%
1,889,732
42
$920K 0.54%
1,433
-54
43
$834K 0.49%
79,278
-4,707
44
$645K 0.38%
11,532
45
$586K 0.34%
149,619
-218,251
46
$537K 0.32%
14,815
47
$502K 0.29%
11,225
-12,347
48
$500K 0.29%
20,321
-635
49
$433K 0.25%
5,000
50
$406K 0.24%
8,128
+468
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3