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
-$773K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$558K
3
+$473K
4
JOUT icon
Johnson Outdoors
JOUT
+$255K
5
BLDR icon
Builders FirstSource
BLDR
+$150K

Top Sells

1
+$1.88M
2
+$1.14M
3
+$571K
4
LHX icon
L3Harris
LHX
+$543K
5
STS
Supreme Industries Inc Class A
STS
+$506K

Sector Composition

1 Industrials 32.72%
2 Consumer Discretionary 30.57%
3 Materials 11.12%
4 Energy 8.58%
5 Technology 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.85%
1,559,610
+162,947
27
$1.21M 0.73%
20,521
-1,337
28
$1.2M 0.72%
170,711
-1,700
29
$1.06M 0.64%
92,000
30
$1.02M 0.61%
32,818
+100
31
$998K 0.6%
63,342
+1,500
32
$915K 0.55%
25,600
+2,200
33
$883K 0.53%
33,333
-100
34
$868K 0.52%
17,710
+100
35
$854K 0.52%
9,869
-644
36
$826K 0.5%
110,080
-1,600
37
$730K 0.44%
16,400
+400
38
$634K 0.38%
24,317
-275
39
$627K 0.38%
+41,100
40
$599K 0.36%
10,242
-270
41
$540K 0.33%
12,128
-200
42
$526K 0.32%
6,578
-222
43
$517K 0.31%
6,420
+100
44
$498K 0.3%
11,578
-134
45
$437K 0.26%
18,600
-200
46
$339K 0.2%
4,400
47
$335K 0.2%
16,750
-200
48
$300K 0.18%
4,415
-100
49
$295K 0.18%
34,696
50
$277K 0.17%
5,700
1
2
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