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
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$407K
3
+$297K
4
ALNT icon
Allient
ALNT
+$203K
5
EGY icon
Vaalco Energy
EGY
+$135K

Top Sells

1
+$729K
2
+$627K
3
+$554K
4
GT icon
Goodyear
GT
+$391K
5
HUN icon
Huntsman Corp
HUN
+$256K

Sector Composition

1 Industrials 39%
2 Consumer Discretionary 21.91%
3 Energy 13.68%
4 Materials 12.76%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.94%
72,731
-3,200
27
$1.14M 0.88%
94,876
-2,800
28
$1.11M 0.86%
25,024
-1,890
29
$822K 0.64%
164,394
-22,900
30
$815K 0.63%
20,368
-1,507
31
$807K 0.63%
16,305
-592
32
$807K 0.63%
8,869
-200
33
$782K 0.61%
14,159
-950
34
$602K 0.47%
5,476
-99
35
$599K 0.46%
9,511
-500
36
$598K 0.46%
47,817
-2,625
37
$582K 0.45%
12,794
+2,952
38
$537K 0.42%
15,693
-2,500
39
$515K 0.4%
76,359
-8,272
40
$412K 0.32%
33,000
-3,300
41
$407K 0.32%
+5,577
42
$406K 0.31%
22,581
-3,850
43
$387K 0.3%
12,674
-1,575
44
$345K 0.27%
4,659
45
$339K 0.26%
20,521
+3,100
46
$334K 0.26%
31,771
47
$297K 0.23%
3,600
-300
48
$285K 0.22%
7,607
-400
49
$282K 0.22%
4,500
50
$267K 0.21%
3,215
-100
1
2
3