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
$144M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.05M
3
+$778K
4
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$243K
5
SVU
SUPERVALU Inc.
SVU
+$205K

Top Sells

1
+$764K
2
+$176K
3
+$141K
4
UHAL icon
U-Haul Holding Co
UHAL
+$123K
5
TWI icon
Titan International
TWI
+$100K

Sector Composition

1 Industrials 37.81%
2 Consumer Discretionary 31.1%
3 Energy 10.1%
4 Materials 7.52%
5 Technology 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.85%
1,434,686
-10,500
27
$1.12M 0.78%
36,033
-900
28
$1.11M 0.78%
30,548
-100
29
$1.05M 0.73%
+61,742
30
$978K 0.68%
96,800
-700
31
$940K 0.65%
26,470
-450
32
$842K 0.59%
18,710
-400
33
$746K 0.52%
64,842
34
$729K 0.51%
14,012
-600
35
$723K 0.5%
120,480
-600
36
$722K 0.5%
16,800
37
$703K 0.49%
24,778
38
$633K 0.44%
11,513
39
$516K 0.36%
34,368
40
$502K 0.35%
10,912
41
$453K 0.32%
90,531
42
$452K 0.31%
5,850
43
$450K 0.31%
409,187
-1,600
44
$435K 0.3%
6,900
45
$429K 0.3%
6,816
-66
46
$416K 0.29%
12,428
-200
47
$412K 0.29%
8,000
48
$353K 0.25%
5,036
49
$321K 0.22%
20,700
50
$303K 0.21%
17,850
-200
1
2
3