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
$164M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$353K
3
+$289K
4
HUN icon
Huntsman Corp
HUN
+$281K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$216K

Top Sells

1
+$8.06M
2
+$1.16M
3
+$991K
4
UHAL icon
U-Haul Holding Co
UHAL
+$423K
5
CCF
Chase Corporation
CCF
+$389K

Sector Composition

1 Industrials 33.84%
2 Consumer Discretionary 25.43%
3 Materials 12.09%
4 Energy 9.06%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.71%
31,435
+5,835
27
$1.1M 0.67%
92,000
28
$1.03M 0.63%
32,818
29
$1.02M 0.62%
65,842
+2,500
30
$1M 0.61%
1,335,878
-223,732
31
$912K 0.56%
17,210
-500
32
$844K 0.51%
108,874
-1,206
33
$823K 0.5%
33,233
-100
34
$819K 0.5%
9,869
35
$766K 0.47%
170,311
-400
36
$722K 0.44%
16,400
37
$699K 0.43%
40,500
-600
38
$679K 0.41%
12,128
39
$613K 0.37%
24,317
40
$553K 0.34%
10,242
41
$552K 0.34%
6,420
42
$500K 0.3%
6,578
43
$500K 0.3%
10,878
-700
44
$459K 0.28%
18,550
-50
45
$441K 0.27%
16,650
-100
46
$432K 0.26%
31,998
+21,427
47
$376K 0.23%
5,259
-100
48
$373K 0.23%
34,696
49
$353K 0.21%
+32,048
50
$344K 0.21%
4,215
-200
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