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
$186M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$5.74M
3
+$4.98M
4
ENVX icon
Enovix
ENVX
+$3.08M
5
SMRT icon
SmartRent
SMRT
+$2.05M

Top Sells

1
+$5.78M
2
+$2.09M
3
+$987K
4
ZDGE icon
Zedge
ZDGE
+$759K
5
KW icon
Kennedy-Wilson Holdings
KW
+$731K

Sector Composition

1 Materials 22.5%
2 Energy 18.82%
3 Industrials 17.4%
4 Consumer Staples 13.5%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.55%
4,458
27
$853K 0.46%
782,561
+22,672
28
$836K 0.45%
+38,808
29
$791K 0.43%
75,219
+2,061
30
$423K 0.23%
32,672
+1,258
31
$381K 0.2%
+6,004
32
$370K 0.2%
+10,130
33
$369K 0.2%
+9,800
34
$367K 0.2%
+5,349
35
$361K 0.19%
+13,062
36
$357K 0.19%
+16,400
37
$356K 0.19%
30,716
+1,463
38
$355K 0.19%
+22,482
39
$338K 0.18%
+13,200
40
$333K 0.18%
+31,500
41
$330K 0.18%
+35,600
42
$327K 0.18%
+8,900
43
$320K 0.17%
+26,300
44
$319K 0.17%
1,952
45
$317K 0.17%
+10,200
46
$312K 0.17%
+2,000
47
$302K 0.16%
+2,300
48
$300K 0.16%
8,037
49
$286K 0.15%
22,660
50
$274K 0.15%
1,289
-50
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