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
$156M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$241K
3
+$142K
4
TWI icon
Titan International
TWI
+$105K
5
MRO
Marathon Oil Corporation
MRO
+$84K

Top Sells

1
+$1.34M
2
+$685K
3
+$662K
4
PBI icon
Pitney Bowes
PBI
+$481K
5
MCP
MOLYCORP INC COM STK
MCP
+$428K

Sector Composition

1 Industrials 36.97%
2 Energy 24.84%
3 Consumer Discretionary 16.3%
4 Consumer Staples 7.97%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.93%
29,920
27
$1.4M 0.9%
17,012
28
$1.3M 0.84%
37,250
+2,400
29
$1.26M 0.81%
20,710
30
$1.24M 0.79%
41,922
31
$1.21M 0.78%
138,544
-3,400
32
$1.15M 0.74%
24,820
33
$1.04M 0.67%
42,950
34
$1.01M 0.65%
165,296
-1,526
35
$933K 0.6%
11,662
-325
36
$798K 0.51%
12,280
37
$788K 0.51%
25,037
38
$773K 0.5%
110,500
-1,000
39
$739K 0.47%
26,719
-1,310
40
$666K 0.43%
25,127
41
$583K 0.37%
16,776
42
$558K 0.36%
85,895
-10,000
43
$557K 0.36%
463,887
-20,335
44
$520K 0.33%
12,383
45
$509K 0.33%
70,237
46
$472K 0.3%
18,144
-100
47
$418K 0.27%
4,500
48
$376K 0.24%
125,239
-6,904
49
$374K 0.24%
15,002
50
$373K 0.24%
11,671
-1,800
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