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
$172M
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.54M
3
+$4.1M
4
LILAK icon
Liberty Latin America Class C
LILAK
+$4.02M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M

Top Sells

1
+$8.86M
2
+$5.05M
3
+$4.16M
4
ABT icon
Abbott
ABT
+$4.13M
5
LNG icon
Cheniere Energy
LNG
+$3.13M

Sector Composition

1 Energy 19.37%
2 Materials 15.95%
3 Financials 14.1%
4 Communication Services 10.19%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.02%
100,876
-785
77
$33K 0.02%
13,111
78
$14K 0.01%
70,101
-7,153
79
– –
-39,507
80
– –
-9,117
81
– –
-45,770
82
– –
-249,854
1 2 3
4