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
$138M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$717K
3
+$511K
4
GT icon
Goodyear
GT
+$296K
5
DLA
Delta Apparel Inc.
DLA
+$180K

Top Sells

1
+$1.63M
2
+$1.38M
3
+$993K
4
HBI
Hanesbrands
HBI
+$407K
5
HUN icon
Huntsman Corp
HUN
+$241K

Sector Composition

1 Industrials 39.81%
2 Consumer Discretionary 28.39%
3 Energy 11.86%
4 Materials 7.18%
5 Technology 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.93%
102,500
+2,000
27
$1.22M 0.89%
22,230
-270
28
$1.12M 0.81%
26,920
29
$1.05M 0.76%
+90,531
30
$997K 0.72%
36,933
-300
31
$951K 0.69%
97,500
32
$850K 0.62%
19,110
-100
33
$843K 0.61%
64,842
34
$817K 0.59%
121,080
-800
35
$749K 0.54%
24,778
-691
36
$701K 0.51%
14,612
-100
37
$567K 0.41%
16,800
38
$564K 0.41%
11,513
39
$550K 0.4%
34,368
-2,754
40
$513K 0.37%
410,787
-82,800
41
$464K 0.34%
8,000
-4,000
42
$453K 0.33%
10,912
43
$451K 0.33%
6,882
-99
44
$431K 0.31%
6,900
45
$413K 0.3%
5,850
46
$385K 0.28%
12,628
47
$357K 0.26%
20,700
-2,950
48
$330K 0.24%
26,950
-16,600
49
$325K 0.24%
18,050
-600
50
$322K 0.23%
5,036
1
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