OWIM

Old West Investment Management Portfolio holdings

AUM $560M
1-Year Est. Return 72.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$6.51M
3
+$4.22M
4
FLGT icon
Fulgent Genetics
FLGT
+$2.97M
5
PARA
Paramount Global Class B
PARA
+$949K

Top Sells

1
+$20.2M
2
+$3.76M
3
+$3.18M
4
BAC icon
Bank of America
BAC
+$2.26M
5
UUUU icon
Energy Fuels
UUUU
+$1.62M

Sector Composition

1 Energy 24.34%
2 Materials 23.81%
3 Consumer Staples 10.67%
4 Industrials 10.66%
5 Real Estate 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,952
52
– –
-37,464
53
– –
-481,706
1 2
3