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
$149M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.36M
3
+$600K
4
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$408K
5
SVU
SUPERVALU Inc.
SVU
+$390K

Top Sells

1
+$676K
2
+$622K
3
+$396K
4
CHK
Chesapeake Energy Corporation
CHK
+$284K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$225K

Sector Composition

1 Industrials 39.3%
2 Consumer Discretionary 26.7%
3 Energy 14.49%
4 Materials 7.57%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.91%
+139,431
27
$1.34M 0.9%
22,320
-200
28
$1.18M 0.8%
25,716
-219
29
$1.17M 0.79%
44,650
-1,450
30
$1.12M 0.75%
27,220
31
$1.11M 0.75%
97,500
-2,800
32
$986K 0.66%
123,280
-5,600
33
$985K 0.66%
14,812
-1,000
34
$970K 0.65%
38,022
-1,100
35
$946K 0.64%
19,310
-500
36
$875K 0.59%
64,842
-2,400
37
$827K 0.56%
472,487
+19,700
38
$765K 0.51%
17,000
+1,900
39
$714K 0.48%
12,000
40
$616K 0.41%
11,513
41
$595K 0.4%
11,012
42
$541K 0.36%
23,406
-251
43
$540K 0.36%
23,750
-50
44
$506K 0.34%
230
-129
45
$501K 0.34%
47,697
-2,500
46
$466K 0.31%
6,900
47
$417K 0.28%
7,014
-298
48
$390K 0.26%
+6,957
49
$354K 0.24%
6,550
-100
50
$353K 0.24%
11,783
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