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
$152M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.88M
3
+$643K
4
HRI icon
Herc Holdings
HRI
+$505K
5
ALLE icon
Allegion
ALLE
+$415K

Top Sells

1
+$701K
2
+$608K
3
+$447K
4
CHK
Chesapeake Energy Corporation
CHK
+$139K
5
UHAL icon
U-Haul Holding Co
UHAL
+$135K

Sector Composition

1 Industrials 38.81%
2 Consumer Discretionary 20.8%
3 Energy 19.32%
4 Consumer Staples 6.79%
5 Materials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.95%
375
-36
27
$1.35M 0.89%
131,444
-2,000
28
$1.34M 0.88%
47,700
-1,000
29
$1.22M 0.8%
28,020
-400
30
$1.18M 0.78%
16,112
-100
31
$1.06M 0.7%
104,600
-400
32
$1.05M 0.69%
22,820
33
$1.03M 0.68%
26,998
-1,456
34
$1.02M 0.67%
20,010
-300
35
$1M 0.66%
40,022
-300
36
$935K 0.62%
26,088
37
$890K 0.59%
68,437
-300
38
$821K 0.54%
456,087
-700
39
$717K 0.47%
15,100
-300
40
$666K 0.44%
12,000
41
$661K 0.44%
11,112
42
$637K 0.42%
23,800
+400
43
$597K 0.39%
24,159
-251
44
$539K 0.35%
51,847
-43,004
45
$505K 0.33%
+6,817
46
$455K 0.3%
11,513
-100
47
$434K 0.29%
11,883
48
$430K 0.28%
13,428
-100
49
$415K 0.27%
+7,543
50
$414K 0.27%
6,900
1
2
3