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
$227M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.43M
3
+$4.16M
4
EWBC icon
East-West Bancorp
EWBC
+$3.5M
5
CDRE icon
Cadre Holdings
CDRE
+$2.77M

Top Sells

1
+$5.59M
2
+$3.64M
3
+$3.58M
4
SGML icon
Sigma Lithium
SGML
+$1.75M
5
AMR icon
Alpha Metallurgical Resources
AMR
+$1.63M

Sector Composition

1 Materials 21.49%
2 Industrials 19.15%
3 Financials 14.01%
4 Energy 12.39%
5 Consumer Staples 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.08%
50,416
-14,105
27
$2.39M 1.05%
38,000
+1,000
28
$2.35M 1.04%
160,600
29
$2.04M 0.9%
225,000
30
$1.97M 0.87%
18,976
+3,389
31
$1.71M 0.75%
80,000
32
$1.7M 0.75%
19,689
+3,808
33
$1.55M 0.68%
3,098,931
+1,094,842
34
$1.49M 0.66%
159,332
+3,369
35
$1.48M 0.66%
+4,458
36
$1.41M 0.62%
+250,000
37
$1.36M 0.6%
+700,000
38
$1.34M 0.59%
+200,000
39
$1.08M 0.47%
796,615
40
$778K 0.34%
115,652
+8,800
41
$652K 0.29%
2,325
-5,822
42
$645K 0.28%
41,861
+4,423
43
$524K 0.23%
53,247
+1,868
44
$505K 0.22%
36,858
+2,330
45
$477K 0.21%
+8,037
46
$471K 0.21%
+47,465
47
$433K 0.19%
66,452
+9,995
48
$423K 0.19%
9,889
+316
49
$416K 0.18%
+1,952
50
$294K 0.13%
1,334
1
2
3