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
$198M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.12M
3
+$3.64M
4
FLG
Flagstar Bank National Association
FLG
+$3.54M
5
UHAL icon
U-Haul Holding Co
UHAL
+$3.43M

Top Sells

1
+$11.9M
2
+$7.91M
3
+$4.04M
4
UUUU icon
Energy Fuels
UUUU
+$2.41M
5
FLGT icon
Fulgent Genetics
FLGT
+$2.35M

Sector Composition

1 Materials 22.42%
2 Energy 15.78%
3 Industrials 14.79%
4 Consumer Staples 13.15%
5 Financials 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.22%
160,600
27
$2.25M 1.14%
+37,000
28
$1.77M 0.9%
15,587
-825
29
$1.75M 0.88%
+135,000
30
$1.57M 0.8%
+225,000
31
$1.54M 0.78%
+80,000
32
$1.53M 0.77%
155,963
+124,931
33
$1.3M 0.66%
15,881
+2,015
34
$1.29M 0.65%
+8,000
35
$1.15M 0.58%
+51,379
36
$1.14M 0.58%
796,615
37
$1M 0.51%
2,004,089
+1,470,599
38
$812K 0.41%
21,426
39
$721K 0.36%
+106,852
40
$573K 0.29%
+115,000
41
$563K 0.28%
+37,438
42
$522K 0.26%
34,528
-30,404
43
$492K 0.25%
56,457
-464
44
$398K 0.2%
9,573
-190,544
45
$340K 0.17%
1,334
46
$301K 0.15%
22,660
47
$234K 0.12%
43,447
+4,610
48
$213K 0.11%
+1,400
49
$211K 0.11%
+1,400
50
$206K 0.1%
+1,000
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