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
$259M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$5.02M
3
+$3.13M
4
JOE icon
St. Joe Company
JOE
+$3.02M
5
APLS icon
Apellis Pharmaceuticals
APLS
+$2.95M

Top Sells

1
+$7.32M
2
+$6.36M
3
+$3.54M
4
B
Barrick Mining
B
+$1.12M
5
KW icon
Kennedy-Wilson Holdings
KW
+$1.1M

Sector Composition

1 Materials 25.42%
2 Industrials 18.43%
3 Energy 14.09%
4 Financials 13.45%
5 Consumer Staples 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.1%
71,534
27
$2.82M 1.09%
28,372
+8,683
28
$2.64M 1.02%
1,440,102
+2,216
29
$2.62M 1.01%
22,997
+4,021
30
$2.61M 1.01%
160,600
31
$2.43M 0.94%
38,000
32
$2.07M 0.8%
225,000
33
$1.78M 0.69%
80,000
34
$1.74M 0.67%
4,458
35
$1.73M 0.67%
1,000,000
-3,676,165
36
$1.44M 0.56%
500,000
-200,000
37
$1.43M 0.55%
200,000
38
$1.35M 0.52%
159,597
+265
39
$1.33M 0.51%
192,858
-57,142
40
$1.06M 0.41%
4,468
+2,143
41
$844K 0.33%
796,615
42
$670K 0.26%
+217,519
43
$612K 0.24%
36,426
-432
44
$562K 0.22%
124,884
+9,232
45
$554K 0.21%
+70,724
46
$547K 0.21%
42,426
+565
47
$546K 0.21%
9,955
+66
48
$488K 0.19%
+18,390
49
$454K 0.18%
8,037
50
$405K 0.16%
1,952
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