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
$146M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$658K
3
+$504K
4
GT icon
Goodyear
GT
+$234K
5
TSE icon
Trinseo
TSE
+$206K

Top Sells

1
+$279K
2
+$217K
3
+$215K
4
SXI icon
Standex International
SXI
+$128K
5
MNTX
Manitex International, Inc.
MNTX
+$120K

Sector Composition

1 Industrials 34.27%
2 Consumer Discretionary 23.86%
3 Materials 16.58%
4 Energy 10.86%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.75%
102,560
-266
27
$1.06M 0.73%
132,664
+25,030
28
$992K 0.68%
61,042
-500
29
$947K 0.65%
16,610
-200
30
$928K 0.63%
30,918
-200
31
$922K 0.63%
1,097,182
-4,100
32
$802K 0.55%
31,433
-300
33
$782K 0.53%
19,793
34
$779K 0.53%
72,461
-100
35
$748K 0.51%
9,069
36
$716K 0.49%
22,565
-242
37
$673K 0.46%
50,777
+38,000
38
$656K 0.45%
104,059
-1,400
39
$646K 0.44%
43,067
-842
40
$608K 0.42%
11,928
-200
41
$581K 0.4%
61,848
+14,300
42
$558K 0.38%
37,800
-200
43
$532K 0.36%
31,771
44
$529K 0.36%
10,578
45
$502K 0.34%
5,939
-33
46
$439K 0.3%
6,278
47
$419K 0.29%
16,450
-200
48
$413K 0.28%
9,842
49
$355K 0.24%
16,700
-150
50
$317K 0.22%
4,000
1
2
3