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
$111M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$971K
3
+$891K
4
BG icon
Bunge Global
BG
+$771K
5
FOXA icon
Fox Class A
FOXA
+$666K

Top Sells

1
+$2.97M
2
+$1.95M
3
+$1.77M
4
FCX icon
Freeport-McMoran
FCX
+$1.38M
5
LNG icon
Cheniere Energy
LNG
+$1.17M

Sector Composition

1 Energy 27.5%
2 Materials 26.22%
3 Financials 12.94%
4 Real Estate 10.96%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.23%
+18,748
27
$757K 0.22%
8,288
-631
28
$754K 0.22%
4,227
+980
29
$754K 0.22%
75,035
30
$694K 0.21%
35,769
-1,320
31
$690K 0.2%
1,404
-1
32
$689K 0.2%
5,000
33
$680K 0.2%
50,074
-164
34
$666K 0.2%
+24,834
35
$523K 0.15%
4,140
36
$513K 0.15%
44,376
-119,773
37
$502K 0.15%
76,940
38
$500K 0.15%
986,000
+31,200
39
$477K 0.14%
+38,694
40
$445K 0.13%
10,531
-61
41
$256K 0.08%
15,940
-8,408
42
$236K 0.07%
+1,289
43
$220K 0.07%
+4,637
44
$213K 0.06%
10,166
-92
45
$206K 0.06%
+1,952
46
$183K 0.05%
24,712
-238,934
47
$82K 0.02%
300,000
48
$30K 0.01%
30,623
49
$24K 0.01%
2,482
-38,199
50
$17K 0.01%
13,111
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