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
$198M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.12M
3
+$3.64M
4
FLG
Flagstar Financial
FLG
+$3.54M
5
UHAL icon
U-Haul Holding Co
UHAL
+$3.43M

Top Sells

1
+$11.9M
2
+$7.91M
3
+$4.04M
4
UUUU icon
Energy Fuels
UUUU
+$2.41M
5
FLGT icon
Fulgent Genetics
FLGT
+$2.35M

Sector Composition

1 Materials 22.62%
2 Energy 15.58%
3 Industrials 14.79%
4 Consumer Staples 13.15%
5 Financials 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 8.8%
1,045,449
+5,714
2
$14.9M 7.54%
761,958
-29,714
3
$13.4M 6.78%
653,242
+200,629
4
$11.9M 6.04%
4,455,629
+954,589
5
$11.1M 5.62%
108,314
+9,905
6
$10.9M 5.52%
24,004
-367
7
$10.7M 5.41%
247,180
-93,300
8
$7.22M 3.65%
189,300
+924
9
$6.96M 3.52%
103,053
+50,758
10
$6.07M 3.07%
+113,191
11
$5.9M 2.98%
14,020
+5,673
12
$5.51M 2.79%
642,154
+105,311
13
$5.43M 2.74%
84,299
+6,305
14
$5.37M 2.71%
89,999
15
$5.18M 2.62%
666,550
-1,525,277
16
$4.99M 2.52%
137,710
-1,740
17
$4.53M 2.29%
646,874
+5,100
18
$3.84M 1.94%
66,182
-3,233
19
$3.64M 1.84%
+150,000
20
$3.58M 1.81%
250,000
21
$3.54M 1.79%
+366,667
22
$3.03M 1.53%
64,521
-1,161
23
$2.77M 1.4%
1,420,238
-1,164,825
24
$2.7M 1.36%
+8,147
25
$2.51M 1.27%
14,664
-909
1
2 3