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
$156M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.81M
3
+$910K
4
WNC icon
Wabash National
WNC
+$262K
5
BLDR icon
Builders FirstSource
BLDR
+$245K

Top Sells

1
+$1.85M
2
+$597K
3
+$357K
4
HUN icon
Huntsman Corp
HUN
+$256K
5
SXI icon
Standex International
SXI
+$220K

Sector Composition

1 Industrials 35.48%
2 Consumer Discretionary 21.1%
3 Materials 16.94%
4 Energy 13.93%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.84%
41,212
-1,855
27
$1.25M 0.8%
96,353
-7,706
28
$1.2M 0.77%
81,200
-2,700
29
$1.15M 0.74%
90,206
-3,627
30
$1M 0.64%
15,909
-701
31
$999K 0.64%
30,731
-702
32
$906K 0.58%
29,218
-1,700
33
$897K 0.58%
57,842
-3,200
34
$818K 0.53%
22,138
-427
35
$803K 0.52%
9,069
36
$773K 0.5%
19,093
-700
37
$761K 0.49%
49,077
-1,700
38
$677K 0.43%
10,178
-400
39
$658K 0.42%
39,300
+1,500
40
$476K 0.31%
5,876
-63
41
$461K 0.3%
31,771
42
$457K 0.29%
15,750
-700
43
$430K 0.28%
10,628
-1,300
44
$428K 0.27%
9,842
45
$427K 0.27%
6,277
-1
46
$395K 0.25%
49,361
-23,100
47
$391K 0.25%
57,948
-3,900
48
$375K 0.24%
4,659
49
$346K 0.22%
5,400
-300
50
$322K 0.21%
4,000
1
2
3