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
$140M
AUM Growth
-$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$983K
3
+$885K
4
SVU
SUPERVALU Inc.
SVU
+$551K
5
GT icon
Goodyear
GT
+$348K

Top Sells

1
+$1.34M
2
+$506K
3
+$332K
4
CNRD
CONRAD INDUSTRIES INC
CNRD
+$293K
5
SPXC icon
SPX Corp
SPXC
+$272K

Sector Composition

1 Industrials 39.84%
2 Consumer Discretionary 28.91%
3 Energy 12.08%
4 Materials 7.77%
5 Technology 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.97%
85,074
-864
27
$1.13M 0.8%
22,500
-300
28
$1.06M 0.76%
97,500
29
$949K 0.68%
37,233
-400
30
$914K 0.65%
121,880
-1,400
31
$902K 0.64%
26,920
-300
32
$892K 0.64%
18,200
+11,243
33
$850K 0.61%
19,210
-100
34
$794K 0.57%
64,842
35
$728K 0.52%
14,712
-100
36
$724K 0.52%
37,122
-900
37
$691K 0.49%
493,587
+21,100
38
$689K 0.49%
16,800
-200
39
$672K 0.48%
12,000
40
$670K 0.48%
25,469
-247
41
$653K 0.47%
43,550
-1,100
42
$479K 0.34%
23,650
-100
43
$472K 0.34%
11,513
44
$431K 0.31%
10,912
-100
45
$417K 0.3%
6,900
46
$398K 0.28%
6,981
-33
47
$363K 0.26%
5,850
48
$332K 0.24%
5,036
49
$316K 0.23%
6,483
-67
50
$298K 0.21%
18,650
-4,756
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