OWIM

Old West Investment Management Portfolio holdings

AUM $560M
1-Year Est. Return 72.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.7M
3
+$11.4M
4
B
Barrick Mining
B
+$6.59M
5
NG icon
NovaGold Resources
NG
+$4.06M

Top Sells

1
+$12.8M
2
+$12.5M
3
+$8.88M
4
ZDGE icon
Zedge
ZDGE
+$8.25M
5
NXE icon
NexGen Energy
NXE
+$4.55M

Sector Composition

1 Materials 23.73%
2 Energy 23.51%
3 Real Estate 15.15%
4 Financials 13.13%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.46%
8,826
+144
27
$1.03M 0.45%
4,458
+318
28
$993K 0.43%
18,492
29
$992K 0.43%
30,529
30
$808K 0.35%
24,820
31
$786K 0.34%
+70,343
32
$773K 0.34%
5,000
33
$750K 0.33%
+39,505
34
$748K 0.33%
1,387
35
$523K 0.23%
4,430
36
$521K 0.23%
+30,000
37
$511K 0.22%
+10,000
38
$414K 0.18%
10,610
+2,573
39
$359K 0.16%
17,592
40
$345K 0.15%
23,131
-43
41
$341K 0.15%
1,339
+50
42
$310K 0.14%
+4,000
43
$295K 0.13%
+5,100
44
$291K 0.13%
+25,000
45
$280K 0.12%
+5,000
46
$277K 0.12%
+22,660
47
$253K 0.11%
1,334
48
$252K 0.11%
12,000
49
$251K 0.11%
1,952
50
$210K 0.09%
+14,500
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