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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.08M
3
+$2.86M
4
ALSN icon
Allison Transmission
ALSN
+$1.98M
5
AIG icon
American International
AIG
+$1.51M

Top Sells

1
+$3.47M
2
+$2.97M
3
+$2.43M
4
SHOS
Sears Hometown and Outlet Stores, Inc.
SHOS
+$2.01M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.49M

Sector Composition

1 Financials 20.35%
2 Consumer Discretionary 15.98%
3 Technology 10%
4 Energy 9.41%
5 Materials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.17%
19,416
+418
77
$205K 0.13%
14,540
+10
78
$188K 0.12%
103,746
+4,386
79
$127K 0.08%
23,025
+1,308
80
$105K 0.07%
19,462
-8
81
$105K 0.07%
7,636
+243
82
– –
-177,177
83
– –
-39,094
84
– –
-86,811
85
– –
-18,493
86
– –
-30,000
87
– –
-17,213
1 2 3
4