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
$160M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.29M
3
+$2.2M
4
BA icon
Boeing
BA
+$255K
5
NXE icon
NexGen Energy
NXE
+$93.1K

Top Sells

1
+$2.42M
2
+$211K
3
+$150K
4
KW icon
Kennedy-Wilson Holdings
KW
+$115K
5
NG icon
NovaGold Resources
NG
+$85.7K

Sector Composition

1 Materials 23.36%
2 Energy 20.78%
3 Industrials 14.51%
4 Consumer Staples 13.16%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.67%
4,458
27
$987K 0.62%
17,642
+865
28
$906K 0.57%
73,158
+645
29
$874K 0.55%
759,889
+5,975
30
$759K 0.47%
430,985
+1,050
31
$395K 0.25%
31,414
-2,119
32
$332K 0.21%
8,037
33
$308K 0.19%
29,253
-1,785
34
$306K 0.19%
1,952
35
$271K 0.17%
1,023
36
$266K 0.17%
1,334
37
$264K 0.16%
22,660
38
$255K 0.16%
+1,339
39
$214K 0.13%
2,543
40
$116K 0.07%
62,910
+865
41
$89.7K 0.06%
30,623
42
$12.8K 0.01%
13,111
43
– –
-170,000
1
2