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

Top Buys

1
+$3.56M
2
+$1.07M
3
+$871K
4
AAPL icon
Apple
AAPL
+$705K
5
NXE icon
NexGen Energy
NXE
+$659K

Top Sells

1
+$4.22M
2
+$2.49M
3
+$2.3M
4
VZ icon
Verizon
VZ
+$1.94M
5
THM
International Tower Hill Mines
THM
+$1.12M

Sector Composition

1 Materials 29.8%
2 Energy 21.29%
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 2.28%
5,711,009
+380,751
2
$9.77M 2.25%
639,377
+56,992
3
$8.83M 2.03%
5,255,375
+32,159
4
$7.45M 1.72%
186,091
-105,369
5
$7.41M 1.71%
733,541
+52,158
6
$7.34M 1.69%
261,072
-88,569
7
$7.23M 1.67%
863,745
-1,639
8
$6.42M 1.48%
15,802,861
+131,322
9
$6.36M 1.47%
276,437
-100,154
10
$4.53M 1.04%
381,278
+4,073
11
$4.42M 1.02%
96,690
+77,942
12
$3.59M 0.83%
73,746
-12,618
13
$3.08M 0.71%
212,504
-259
14
$3.04M 0.7%
88,557
+2,311
15
$3.01M 0.69%
125,148
+44,570
16
$2.61M 0.6%
79,632
+1,500
17
$2.14M 0.49%
1,464,530
-5,585
18
$2.09M 0.48%
18,019
+6,087
19
$1.71M 0.39%
191,550
-114,455
20
$1.45M 0.33%
180,628
21
$1.2M 0.28%
30,529
22
$1.07M 0.25%
22,633
-39
23
$962K 0.22%
723,954
-841,253
24
$912K 0.21%
18,492
25
$898K 0.21%
4,218
-9
1
2 3