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
$116M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.11M
3
+$889K
4
AAPL icon
Apple
AAPL
+$664K
5
NXE icon
NexGen Energy
NXE
+$646K

Top Sells

1
+$3.3M
2
+$2.52M
3
+$2.51M
4
VZ icon
Verizon
VZ
+$1.94M
5
THM
International Tower Hill Mines
THM
+$1.3M

Sector Composition

1 Energy 27.54%
2 Materials 23.55%
3 Real Estate 11.75%
4 Financials 11.14%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.88M 8.54%
5,711,009
+380,751
2
$9.77M 8.45%
639,377
+56,992
3
$8.83M 7.63%
5,255,375
+32,159
4
$7.45M 6.44%
186,091
-105,369
5
$7.41M 6.41%
733,541
+52,158
6
$7.34M 6.34%
261,072
-88,569
7
$7.23M 6.25%
863,745
-1,639
8
$6.42M 5.56%
15,802,861
+131,322
9
$6.36M 5.5%
276,437
-100,154
10
$4.53M 3.92%
381,278
+4,073
11
$4.42M 3.82%
96,690
+77,942
12
$3.59M 3.11%
73,746
-12,618
13
$3.08M 2.67%
212,504
-259
14
$3.04M 2.63%
88,557
+2,311
15
$3.01M 2.61%
125,148
+44,570
16
$2.61M 2.25%
79,632
+1,500
17
$2.14M 1.85%
1,464,530
-5,585
18
$2.09M 1.8%
18,019
+6,087
19
$1.71M 1.48%
191,550
-114,455
20
$1.45M 1.25%
180,628
21
$1.2M 1.03%
30,529
22
$1.07M 0.92%
22,633
-39
23
$962K 0.83%
723,954
-841,253
24
$912K 0.79%
18,492
25
$898K 0.78%
4,218
-9
1
2 3