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
$172M
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.54M
3
+$4.1M
4
LILAK icon
Liberty Latin America Class C
LILAK
+$4.02M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M

Top Sells

1
+$8.86M
2
+$5.05M
3
+$4.16M
4
ABT icon
Abbott
ABT
+$4.13M
5
LNG icon
Cheniere Energy
LNG
+$3.13M

Sector Composition

1 Energy 19.37%
2 Materials 15.95%
3 Financials 14.1%
4 Communication Services 10.19%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$950K 0.55%
48,670
+10,450
52
$866K 0.5%
56,067
-5,166
53
$852K 0.49%
28,512
-62
54
$832K 0.48%
+37,021
55
$815K 0.47%
33,848
-1,826
56
$741K 0.43%
18,976
-6,416
57
$611K 0.35%
30,000
+10,000
58
$610K 0.35%
+4,140
59
$598K 0.34%
8,665
-17
60
$589K 0.34%
9,091
-10
61
$483K 0.28%
11,532
-6,484
62
$479K 0.28%
23,567
-35,071
63
$422K 0.24%
+1,289
64
$378K 0.22%
388
-372
65
$368K 0.21%
+28,356
66
$361K 0.21%
5,000
67
$347K 0.2%
+6,637
68
$287K 0.17%
10,429
-7,730
69
$249K 0.14%
+50,000
70
$233K 0.13%
7,101
-705
71
$231K 0.13%
1,000
72
$195K 0.11%
27,472
-510
73
$173K 0.1%
40,783
-3,818
74
$85K 0.05%
146
-14
75
$67K 0.04%
30,623
1 2
3
4