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
$90.6M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.5M
3
+$2.44M
4
UUUU icon
Energy Fuels
UUUU
+$1.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$593K

Top Sells

1
+$5.29M
2
+$3.3M
3
+$2.62M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.46M
5
ET icon
Energy Transfer Partners
ET
+$2.25M

Sector Composition

1 Materials 31.98%
2 Energy 18.82%
3 Financials 14.31%
4 Real Estate 12.62%
5 Healthcare 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.42M 6.33%
459,736
-49,211
2
$7.97M 5.99%
382,821
+8,316
3
$7.15M 5.37%
565,983
-36,177
4
$6.66M 5%
871,561
+342,189
5
$6.26M 4.71%
5,307,972
+941,072
6
$4.46M 3.35%
879,087
+480,548
7
$3.67M 2.76%
341,293
-187,116
8
$3.63M 2.73%
4,984,476
+632,968
9
$3.61M 2.72%
489,568
-159,899
10
$3.23M 2.43%
12,784,894
+2,317,258
11
$2.9M 2.18%
216,472
-4,182
12
$2.84M 2.13%
95,833
+84,608
13
$2.3M 1.73%
88,718
-33,635
14
$2.01M 1.51%
78,132
+5,000
15
$1.89M 1.42%
35,120
16
$1.71M 1.29%
80,578
-40,498
17
$1.6M 1.2%
263,646
-16,409
18
$1.45M 1.09%
188,699
-6,192
19
$1.31M 0.99%
1,494,695
+49,987
20
$1.3M 0.97%
180,628
21
$1.22M 0.92%
75,035
22
$1.17M 0.88%
34,930
-1,925
23
$1.15M 0.86%
133,076
+15,585
24
$1.11M 0.83%
164,149
-64,714
25
$1.09M 0.82%
22,519
-923
1
2 3