WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.2M
3
+$9.78M
4
UHAL icon
U-Haul Holding Co
UHAL
+$9.54M
5
SWY
SAFEWAY INC
SWY
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.02%
2 Energy 24.21%
3 Consumer Discretionary 16.65%
4 Consumer Staples 6.95%
5 Materials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.85%
+17,412
27
$1.06M 0.78%
+31,720
28
$1.01M 0.74%
+20,910
29
$921K 0.68%
+25,220
30
$885K 0.65%
+42,122
31
$815K 0.6%
+155,144
32
$814K 0.6%
+94,700
33
$767K 0.56%
+170,440
34
$741K 0.55%
+25,288
35
$682K 0.5%
+41,950
36
$681K 0.5%
+12,380
37
$636K 0.47%
+105,995
38
$619K 0.46%
+12,262
39
$613K 0.45%
+111,500
40
$610K 0.45%
+76,295
41
$609K 0.45%
+507,622
42
$589K 0.43%
+17,576
43
$558K 0.41%
+31,799
44
$553K 0.41%
+25,127
45
$517K 0.38%
+172,175
46
$447K 0.33%
+18,244
47
$435K 0.32%
+12,983
48
$432K 0.32%
+4,600
49
$431K 0.32%
+70,737
50
$426K 0.31%
+12,000
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