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
$90.6M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.5M
3
+$2.44M
4
UUUU icon
Energy Fuels
UUUU
+$1.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$593K

Top Sells

1
+$5.29M
2
+$3.3M
3
+$2.62M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.46M
5
ET icon
Energy Transfer Partners
ET
+$2.25M

Sector Composition

1 Materials 27.06%
2 Energy 23.74%
3 Financials 14.31%
4 Real Estate 12.62%
5 Healthcare 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-67,212
52
– –
-175,809
53
– –
-74,243
54
– –
-14,292
55
– –
-159,043
56
– –
-19,189
57
– –
0
58
– –
-84,492
59
– –
0
60
– –
0
61
– –
0
62
– –
0
63
– –
-6,637
64
– –
-1,952
65
– –
-13,000
66
– –
0
67
– –
-5,411
68
– –
-40,000
1 2
3