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
$156M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.53M
3
+$2.51M
4
DNN icon
Denison Mines
DNN
+$1.58M
5
NXE icon
NexGen Energy
NXE
+$1.38M

Top Sells

1
+$4.75M
2
+$3.33M
3
+$3.02M
4
VIRT icon
Virtu Financial
VIRT
+$1.96M
5
IPI icon
Intrepid Potash
IPI
+$1.42M

Sector Composition

1 Energy 23.99%
2 Materials 20.02%
3 Real Estate 12.18%
4 Healthcare 10.77%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-11,675
78
– –
-10,000
79
– –
-1,000
80
– –
-3,094
81
– –
-868,190
82
– –
0
83
– –
-95,359
1 2 3
4