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
$157M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$374K
3
+$166K
4
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$46.4K

Top Sells

1
+$1.13M
2
+$358K
3
+$289K
4
UFPI icon
UFP Industries
UFPI
+$210K
5
CHK
Chesapeake Energy Corporation
CHK
+$136K

Sector Composition

1 Industrials 35.47%
2 Energy 25.58%
3 Consumer Discretionary 17.36%
4 Consumer Staples 6.79%
5 Materials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.87%
32,648
-300
27
$1.36M 0.86%
24,300
-200
28
$1.34M 0.85%
28,454
+987
29
$1.33M 0.85%
133,444
-700
30
$1.3M 0.83%
20,310
-200
31
$1.09M 0.69%
94,851
-1,600
32
$1.09M 0.69%
40,322
-400
33
$1.07M 0.68%
22,820
-200
34
$1.05M 0.67%
40,750
35
$917K 0.58%
6,647
-34
36
$806K 0.51%
26,088
-87
37
$745K 0.47%
11,112
-250
38
$735K 0.47%
105,000
-1,000
39
$731K 0.46%
456,787
40
$693K 0.44%
15,400
41
$603K 0.38%
23,400
+14,500
42
$567K 0.36%
68,737
43
$511K 0.32%
11,613
44
$487K 0.31%
11,883
-500
45
$480K 0.3%
12,000
46
$467K 0.3%
24,410
-125
47
$414K 0.26%
16,576
-200
48
$414K 0.26%
11,200
+4,500
49
$389K 0.25%
141,625
-2,000
50
$372K 0.24%
4,200
-100
1
2
3