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
$166M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$384K
3
+$119K
4
CTB
Cooper Tire & Rubber Co.
CTB
+$70.4K
5
HUN icon
Huntsman Corp
HUN
+$48.5K

Top Sells

1
+$1.52M
2
+$925K
3
+$872K
4
UHAL icon
U-Haul Holding Co
UHAL
+$617K
5
PLKI
Popeyes Louisiana Kitchen, Inc.
PLKI
+$480K

Sector Composition

1 Industrials 33.92%
2 Consumer Discretionary 29.59%
3 Materials 10.25%
4 Energy 8.65%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.82%
21,858
-200
27
$1.19M 0.71%
1,396,663
+533,034
28
$1.14M 0.69%
27,220
-150
29
$1.1M 0.66%
92,000
30
$1.09M 0.65%
33,433
-500
31
$1.03M 0.62%
172,411
-3,194
32
$1.03M 0.62%
23,400
+1,600
33
$943K 0.57%
61,842
-2,500
34
$932K 0.56%
32,718
-700
35
$893K 0.54%
111,680
-400
36
$880K 0.53%
17,610
-300
37
$820K 0.49%
10,513
-300
38
$744K 0.45%
16,000
-800
39
$663K 0.4%
24,592
-155
40
$620K 0.37%
10,512
-200
41
$556K 0.33%
11,712
-500
42
$534K 0.32%
6,800
-100
43
$493K 0.3%
12,328
-100
44
$474K 0.28%
6,320
-166
45
$376K 0.23%
18,800
46
$339K 0.2%
16,950
47
$323K 0.19%
4,400
-100
48
$308K 0.19%
5,700
-150
49
$307K 0.18%
4,515
50
$289K 0.17%
8,907
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