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
$186M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$5.74M
3
+$4.98M
4
ENVX icon
Enovix
ENVX
+$3.08M
5
SMRT icon
SmartRent
SMRT
+$2.05M

Top Sells

1
+$5.78M
2
+$2.09M
3
+$987K
4
ZDGE icon
Zedge
ZDGE
+$759K
5
KW icon
Kennedy-Wilson Holdings
KW
+$731K

Sector Composition

1 Materials 22.5%
2 Energy 18.82%
3 Industrials 17.4%
4 Consumer Staples 13.5%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$267K 0.14%
1,334
52
$241K 0.13%
+290,595
53
$215K 0.12%
1,023
54
$97.1K 0.05%
30,623
55
$78.6K 0.04%
51,413
-11,497
56
$14.4K 0.01%
13,111
57
– –
-2,543
58
– –
-430,985
59
– –
-17,642
60
– –
-136,547
1 2
3