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
$247M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.9M
3
+$1.75M
4
VAL icon
Valaris
VAL
+$1.57M
5
OII icon
Oceaneering
OII
+$1.56M

Top Sells

1
+$7.81M
2
+$3.95M
3
+$2.82M
4
ABT icon
Abbott
ABT
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.2M

Sector Composition

1 Materials 23.31%
2 Energy 17.46%
3 Industrials 17.17%
4 Financials 13.23%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.05%
67,833
+5,853
27
$2.5M 1.01%
160,600
28
$2.45M 0.99%
12,227
+7,759
29
$2.39M 0.97%
2,135,038
+1,338,423
30
$2.32M 0.94%
149,500
-504,149
31
$1.93M 0.78%
35,500
-2,500
32
$1.75M 0.71%
+32,040
33
$1.75M 0.71%
1,000,000
34
$1.57M 0.64%
+35,535
35
$1.56M 0.63%
+60,000
36
$1.51M 0.61%
+17,545
37
$1.22M 0.49%
150,000
-75,000
38
$1.2M 0.49%
57,243
+38,853
39
$1.16M 0.47%
153,026
-6,571
40
$1.14M 0.46%
200,000
41
$1.1M 0.45%
192,858
42
$942K 0.38%
21,426
-50,108
43
$920K 0.37%
+800,000
44
$866K 0.35%
+1,250
45
$839K 0.34%
44,942
+2,516
46
$676K 0.27%
10,147
+192
47
$631K 0.26%
73,864
+3,140
48
$497K 0.2%
110,237
-14,647
49
$329K 0.13%
1,334
50
$275K 0.11%
62,119
-5,842
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