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
$149M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.02M
3
+$1.36M
4
VYX icon
NCR Voyix
VYX
+$1.29M
5
CHRD icon
Chord Energy
CHRD
+$748K

Top Sells

1
+$2.84M
2
+$2.42M
3
+$2.37M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.72M
5
LE icon
Lands' End
LE
+$1.18M

Sector Composition

1 Financials 19.61%
2 Consumer Discretionary 16.11%
3 Technology 15.39%
4 Industrials 8.81%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$748K 0.5%
+52,627
52
$716K 0.48%
50,547
-28,255
53
$679K 0.46%
27,165
-205
54
$669K 0.45%
12,000
55
$668K 0.45%
31,276
+7,308
56
$653K 0.44%
13,257
+409
57
$639K 0.43%
10,798
+289
58
$626K 0.42%
234,728
+120,056
59
$614K 0.41%
24,697
+705
60
$606K 0.41%
23,316
-19
61
$590K 0.4%
11,776
-3,386
62
$562K 0.38%
29,928
+423
63
$551K 0.37%
43,341
+23,925
64
$534K 0.36%
74,273
-879
65
$487K 0.33%
8,184
+371
66
$485K 0.33%
26,139
+24
67
$435K 0.29%
244,728
+140,982
68
$425K 0.29%
20,000
69
$346K 0.23%
36,354
+176
70
$340K 0.23%
19,617
-194
71
$339K 0.23%
12,372
-4,621
72
$314K 0.21%
44,016
-210
73
$300K 0.2%
38,913
-81,054
74
$290K 0.2%
6,690
-6,300
75
$228K 0.15%
14,531
-9
1 2
3
4