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
$171M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$616K
3
+$357K
4
APU
AmeriGas Partners, L.P.
APU
+$298K
5
EGY icon
Vaalco Energy
EGY
+$109K

Top Sells

1
+$1.45M
2
+$368K
3
+$140K
4
SXI icon
Standex International
SXI
+$134K
5
PBI icon
Pitney Bowes
PBI
+$129K

Sector Composition

1 Industrials 31.66%
2 Energy 24.37%
3 Consumer Discretionary 16.53%
4 Consumer Staples 7.2%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.82%
17,012
27
$1.39M 0.81%
111,500
28
$1.36M 0.8%
136,144
-2,400
29
$1.35M 0.79%
20,710
30
$1.18M 0.69%
24,420
-400
31
$1.03M 0.6%
42,950
32
$1.03M 0.6%
41,922
33
$992K 0.58%
165,296
34
$915K 0.53%
26,719
35
$901K 0.53%
+35,000
36
$845K 0.49%
11,662
37
$786K 0.46%
12,280
38
$696K 0.41%
110,500
39
$645K 0.38%
24,912
-125
40
$603K 0.35%
463,887
41
$578K 0.34%
25,127
42
$554K 0.32%
16,776
43
$544K 0.32%
13,100
+7,170
44
$520K 0.3%
12,383
45
$519K 0.3%
21,636
+3,492
46
$511K 0.3%
120,239
-5,000
47
$509K 0.3%
70,237
48
$480K 0.28%
12,000
49
$429K 0.25%
85,895
50
$400K 0.23%
4,500
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2
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