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
$151M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$958K
3
+$634K
4
GT icon
Goodyear
GT
+$257K
5
HUN icon
Huntsman Corp
HUN
+$62.4K

Top Sells

1
+$3.23M
2
+$2.38M
3
+$1.41M
4
HRI icon
Herc Holdings
HRI
+$1.36M
5
LCII icon
LCI Industries
LCII
+$751K

Sector Composition

1 Industrials 36.09%
2 Consumer Discretionary 31.26%
3 Energy 9.33%
4 Materials 8.13%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.92%
46,910
-1,263
27
$1.2M 0.8%
30,048
-500
28
$1.07M 0.71%
34,433
-1,300
29
$988K 0.66%
1,162,591
-267,980
30
$958K 0.64%
+28,269
31
$949K 0.63%
92,600
-4,200
32
$851K 0.56%
18,110
-200
33
$848K 0.56%
27,370
-700
34
$843K 0.56%
64,842
35
$834K 0.55%
24,778
36
$786K 0.52%
10,913
-600
37
$760K 0.5%
16,900
38
$758K 0.5%
33,668
-200
39
$682K 0.45%
113,680
-6,800
40
$658K 0.44%
12,412
-1,600
41
$634K 0.42%
+16,900
42
$632K 0.42%
10,712
-100
43
$517K 0.34%
6,900
44
$446K 0.3%
6,552
-198
45
$420K 0.28%
8,000
46
$416K 0.28%
12,428
47
$367K 0.24%
20,400
-500
48
$349K 0.23%
22,500
-2,350
49
$343K 0.23%
5,850
50
$321K 0.21%
34,696
-5,000
1
2
3