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
$144M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$1.65M
3
+$1.6M
4
TPH icon
Tri Pointe Homes
TPH
+$1.59M
5
CVX icon
Chevron
CVX
+$1.32M

Top Sells

1
+$3.89M
2
+$1.31M
3
+$934K
4
J icon
Jacobs Solutions
J
+$877K
5
AIG icon
American International
AIG
+$805K

Sector Composition

1 Financials 21.19%
2 Technology 15.69%
3 Consumer Discretionary 14.6%
4 Energy 9.94%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,276
77
– –
-23,478
78
– –
-10,798
79
– –
-63,577
80
– –
-38,913
81
– –
-24,128
82
– –
-11,776
83
– –
-234,728
1 2 3
4