OWIM

Old West Investment Management Portfolio holdings

AUM $303M
1-Year Est. Return 38.78%
This Quarter Est. Return
1 Year Est. Return
+38.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.71M
3
+$6.09M
4
CHK
Chesapeake Energy Corporation
CHK
+$3.27M
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.12M

Top Sells

1
+$2.41M
2
+$2.07M
3
+$2.04M
4
CVX icon
Chevron
CVX
+$1.57M
5
WMT icon
Walmart
WMT
+$1.44M

Sector Composition

1 Energy 29.58%
2 Materials 17.34%
3 Financials 15.33%
4 Healthcare 12.17%
5 Technology 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 8.55%
3,999,675
+1,918,612
2
$12.5M 7.62%
324,618
+285,747
3
$12.2M 7.47%
438,362
+8,793
4
$9.89M 6.04%
7,043
+2,327
5
$9.13M 5.58%
57,548
-3,251
6
$8.91M 5.44%
836,958
-42,504
7
$8.65M 5.28%
208,830
+5,755
8
$7.86M 4.8%
377,502
-35,536
9
$6.31M 3.86%
478,616
+15,876
10
$6.09M 3.72%
+582,102
11
$5.77M 3.53%
35,422
-7,990
12
$5.24M 3.2%
34,599
+1,461
13
$5.18M 3.16%
557,266
-259,831
14
$4.98M 3.04%
42,335
-13,347
15
$4.97M 3.04%
1,090,721
+155,610
16
$2.93M 1.79%
84,492
+1
17
$2.74M 1.68%
79,895
+6,039
18
$2.49M 1.52%
40,249
-2,831
19
$2.25M 1.38%
66,838
+1,007
20
$2.12M 1.3%
+90,407
21
$1.91M 1.16%
86,863
22
$1.86M 1.13%
84,005
-12,257
23
$1.66M 1.01%
52,016
+6,362
24
$1.63M 0.99%
161,753
+23,230
25
$1.61M 0.99%
73,452
1
2 3