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
$153M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.62M
3
+$6.51M
4
WNR
Western Refining Inc
WNR
+$1.5M
5
SPXC icon
SPX Corp
SPXC
+$875K

Top Sells

1
+$30.4M
2
+$3.61M
3
+$1.35M
4
NVS icon
Novartis
NVS
+$750K
5
HES
Hess
HES
+$697K

Sector Composition

1 Consumer Discretionary 18.56%
2 Financials 12.89%
3 Energy 12.04%
4 Communication Services 11.57%
5 Materials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$794K 0.38%
6,999
+2
52
$771K 0.37%
25,000
53
$769K 0.37%
+18,926
54
$735K 0.35%
63,993
-58,920
55
$721K 0.34%
33,113
+188
56
$693K 0.33%
8,000
57
$675K 0.32%
6,755
+105
58
$642K 0.31%
34,377
+688
59
$624K 0.3%
12,000
60
$615K 0.29%
25,861
+436
61
$606K 0.29%
21,273
-11,513
62
$576K 0.27%
35,947
-30,221
63
$574K 0.27%
+86,834
64
$573K 0.27%
45,784
-15,566
65
$567K 0.27%
17,241
+345
66
$561K 0.27%
30,000
67
$539K 0.26%
9,336
-28
68
$520K 0.25%
11,068
+286
69
$510K 0.24%
8,028
+149
70
$507K 0.24%
11,130
+126
71
$487K 0.23%
78,556
+1,595
72
$453K 0.22%
20,000
73
$445K 0.21%
13,212
+401
74
$363K 0.17%
20,335
+1,011
75
$310K 0.15%
1,404
+554
1 2
3
4