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
$277M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$4.71M
3
+$4.43M
4
EWBC icon
East-West Bancorp
EWBC
+$4.29M
5
NXE icon
NexGen Energy
NXE
+$4.26M

Top Sells

1
+$9.87M
2
+$1.63M
3
+$1.35M
4
HBM icon
Hudbay
HBM
+$1.22M
5
IE icon
Ivanhoe Electric
IE
+$1.16M

Sector Composition

1 Materials 31.57%
2 Energy 17.18%
3 Industrials 14.16%
4 Financials 11.8%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.17%
45,090
+27,545
27
$2.98M 1.07%
71,334
+49,908
28
$2.91M 1.05%
149,500
29
$2.87M 1.03%
12,914
30
$2.86M 1.03%
22,848
+10,621
31
$2.84M 1.02%
+100,000
32
$2.8M 1.01%
128,192
+14,569
33
$2.67M 0.96%
70,540
+2,707
34
$2.62M 0.95%
66,855
+31,320
35
$2.5M 0.9%
59,250
+27,210
36
$2.46M 0.89%
34,005
+1,340
37
$2.42M 0.87%
160,600
38
$1.9M 0.68%
+77,650
39
$1.55M 0.56%
114,486
+57,243
40
$1.54M 0.55%
2,320
+1,070
41
$1.47M 0.53%
+4,458
42
$1.21M 0.44%
1,000,000
43
$1.17M 0.42%
+27,945
44
$737K 0.27%
83,253
+9,389
45
$663K 0.24%
+41,742
46
$577K 0.21%
+8,037
47
$570K 0.21%
151,965
+41,728
48
$531K 0.19%
408,311
-1,042,042
49
$452K 0.16%
+1,952
50
$376K 0.14%
6,042
-4,105
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