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
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$970K
3
+$517K
4
URI icon
United Rentals
URI
+$441K
5
UGI icon
UGI
UGI
+$322K

Top Sells

1
+$537K
2
+$206K
3
+$203K
4
GT icon
Goodyear
GT
+$201K
5
SXI icon
Standex International
SXI
+$151K

Sector Composition

1 Industrials 39.33%
2 Consumer Discretionary 21.59%
3 Energy 13.76%
4 Materials 12.84%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.84%
72,531
-200
27
$1.05M 0.81%
24,924
-100
28
$970K 0.75%
+54,180
29
$945K 0.73%
73,277
-1,000
30
$856K 0.66%
8,869
31
$713K 0.55%
13,909
-250
32
$704K 0.55%
16,005
-300
33
$591K 0.46%
20,368
34
$559K 0.43%
9,311
-200
35
$553K 0.43%
47,042
-775
36
$550K 0.43%
5,343
-133
37
$517K 0.4%
+11,000
38
$503K 0.39%
13,594
+800
39
$428K 0.33%
31,671
-100
40
$414K 0.32%
20,421
-100
41
$402K 0.31%
69,959
-6,400
42
$378K 0.29%
12,599
-75
43
$368K 0.29%
5,577
44
$322K 0.25%
+6,446
45
$300K 0.23%
7,607
46
$297K 0.23%
3,600
47
$291K 0.23%
4,200
-300
48
$278K 0.22%
21,381
-1,200
49
$268K 0.21%
4,659
50
$250K 0.19%
7,458
-1,300
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2
3