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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.08M
3
+$2.86M
4
ALSN icon
Allison Transmission
ALSN
+$1.98M
5
AIG icon
American International
AIG
+$1.51M

Top Sells

1
+$3.47M
2
+$2.97M
3
+$2.43M
4
SHOS
Sears Hometown and Outlet Stores, Inc.
SHOS
+$2.01M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.49M

Sector Composition

1 Financials 20.35%
2 Consumer Discretionary 15.98%
3 Technology 10%
4 Energy 9.41%
5 Materials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$787K 0.49%
78,802
-3,867
52
$780K 0.48%
12,000
53
$736K 0.46%
29,505
+7,980
54
$699K 0.43%
31,570
-1,819
55
$648K 0.4%
23,992
-1,525
56
$645K 0.4%
2,103
+1,555
57
$608K 0.38%
23,335
-29,978
58
$600K 0.37%
25,000
59
$571K 0.35%
+27,370
60
$563K 0.35%
10,509
-500
61
$553K 0.34%
16,993
+224
62
$548K 0.34%
12,848
-615
63
$529K 0.33%
75,152
-2,124
64
$525K 0.32%
15,162
+4,754
65
$492K 0.3%
7,813
-512
66
$480K 0.3%
26,115
-270
67
$451K 0.28%
23,968
-2,234
68
$446K 0.28%
51,294
+14
69
$421K 0.26%
20,000
70
$400K 0.25%
36,178
+198
71
$360K 0.22%
114,672
+3,331
72
$354K 0.22%
34,676
+15,337
73
$341K 0.21%
12,990
-301
74
$329K 0.2%
+44,226
75
$295K 0.18%
19,811
+8,850
1 2
3
4