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
$150M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$279K
3
+$245K
4
CMT icon
Core Molding Technologies
CMT
+$168K
5
TWI icon
Titan International
TWI
+$91K

Top Sells

1
+$811K
2
+$365K
3
+$292K
4
UFPI icon
UFP Industries
UFPI
+$202K
5
GDI
GARDNER DENVER,INC
GDI
+$201K

Sector Composition

1 Industrials 35.2%
2 Energy 23.09%
3 Consumer Discretionary 17.39%
4 Consumer Staples 8.39%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.8%
34,850
-300
27
$1.19M 0.8%
20,710
-200
28
$1.17M 0.78%
41,922
-200
29
$1.15M 0.77%
141,944
-13,200
30
$1.09M 0.73%
33,948
-450
31
$1.04M 0.7%
112,900
+18,200
32
$1M 0.67%
24,820
-400
33
$951K 0.64%
166,822
-3,618
34
$870K 0.58%
42,950
+1,000
35
$775K 0.52%
484,222
-23,400
36
$754K 0.5%
25,127
37
$738K 0.49%
25,037
-251
38
$737K 0.49%
11,987
-275
39
$700K 0.47%
12,280
-100
40
$669K 0.45%
111,500
41
$662K 0.44%
75,695
-600
42
$604K 0.4%
16,776
-800
43
$603K 0.4%
28,029
-3,770
44
$575K 0.38%
95,895
-10,100
45
$516K 0.34%
12,000
46
$463K 0.31%
132,143
-18,280
47
$462K 0.31%
19,858
48
$458K 0.31%
12,383
-600
49
$439K 0.29%
70,237
-500
50
$438K 0.29%
18,244
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