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
$153M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$648K
3
+$327K
4
OSK icon
Oshkosh
OSK
+$221K
5
ATRI
Atrion Corp
ATRI
+$202K

Top Sells

1
+$2.12M
2
+$1.57M
3
+$717K
4
SXI icon
Standex International
SXI
+$558K
5
DLA
Delta Apparel Inc.
DLA
+$417K

Sector Composition

1 Industrials 37.52%
2 Consumer Discretionary 30.92%
3 Energy 9.83%
4 Materials 7.23%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.89%
1,430,571
-4,115
27
$1.34M 0.88%
101,300
-800
28
$1.19M 0.78%
198,463
+107,932
29
$1.15M 0.75%
30,548
30
$1.14M 0.75%
35,733
-300
31
$1.02M 0.67%
96,800
32
$982K 0.64%
28,070
+1,600
33
$870K 0.57%
18,310
-400
34
$834K 0.55%
14,012
35
$794K 0.52%
64,842
36
$777K 0.51%
16,900
+100
37
$679K 0.45%
11,513
38
$660K 0.43%
33,868
-500
39
$617K 0.4%
120,480
40
$611K 0.4%
10,812
-100
41
$609K 0.4%
24,778
42
$485K 0.32%
404,087
-5,100
43
$483K 0.32%
6,900
44
$466K 0.31%
6,750
-66
45
$432K 0.28%
8,000
46
$410K 0.27%
12,428
47
$406K 0.27%
5,850
48
$367K 0.24%
24,850
-1,900
49
$366K 0.24%
20,900
+200
50
$326K 0.21%
9,321
1
2
3