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
$149M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.05M
3
+$61.9K

Top Sells

1
+$406K
2
+$356K
3
+$186K
4
DLA
Delta Apparel Inc.
DLA
+$168K
5
SVU
SUPERVALU Inc.
SVU
+$126K

Sector Composition

1 Industrials 35.9%
2 Consumer Discretionary 21.47%
3 Energy 15.25%
4 Materials 14.62%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.82%
92,453
-3,900
27
$1.19M 0.8%
37,274
-3,938
28
$1.16M 0.78%
80,300
-900
29
$1.1M 0.74%
27,218
-2,000
30
$1.01M 0.68%
15,809
-100
31
$989K 0.66%
30,421
-310
32
$871K 0.58%
56,542
-1,300
33
$828K 0.55%
22,138
34
$784K 0.53%
9,069
35
$729K 0.49%
18,693
-400
36
$716K 0.48%
10,078
-100
37
$656K 0.44%
38,600
-700
38
$578K 0.39%
88,906
-1,300
39
$534K 0.36%
48,577
-500
40
$520K 0.35%
5,774
-102
41
$477K 0.32%
6,277
42
$463K 0.31%
9,842
43
$461K 0.31%
31,771
44
$457K 0.31%
15,250
-500
45
$432K 0.29%
56,148
-1,800
46
$431K 0.29%
4,659
47
$364K 0.24%
121,368
-11,260
48
$354K 0.24%
4,573
+800
49
$346K 0.23%
4,000
50
$336K 0.23%
47,961
-1,400
1
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