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
$128M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$419K
3
+$242K
4
HBI
Hanesbrands
HBI
+$173K
5
TTE icon
TotalEnergies
TTE
+$143K

Top Sells

1
+$1.6M
2
+$1.36M
3
+$1.17M
4
UHAL icon
U-Haul Holding Co
UHAL
+$993K
5
HUN icon
Huntsman Corp
HUN
+$627K

Sector Composition

1 Industrials 38.89%
2 Consumer Discretionary 23.61%
3 Energy 14.35%
4 Materials 12.37%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.95%
89,989
-5,505
27
$1.2M 0.94%
24,074
-850
28
$1.19M 0.93%
41,879
-5,559
29
$908K 0.71%
16,509
+2,600
30
$876K 0.69%
8,589
-280
31
$788K 0.62%
67,327
-5,950
32
$643K 0.5%
10,900
-100
33
$642K 0.5%
5,178
-165
34
$595K 0.47%
14,613
-1,392
35
$594K 0.46%
13,044
-550
36
$542K 0.42%
19,723
-645
37
$532K 0.42%
8,061
-1,250
38
$484K 0.38%
44,042
-3,000
39
$453K 0.35%
25,175
-6,496
40
$431K 0.34%
17,221
-3,200
41
$380K 0.3%
12,249
-350
42
$365K 0.29%
5,577
43
$354K 0.28%
4,659
44
$321K 0.25%
3,400
-200
45
$318K 0.25%
106,122
+36,163
46
$307K 0.24%
6,457
-1,150
47
$302K 0.24%
3,215
48
$300K 0.23%
4,200
49
$286K 0.22%
17,866
-3,515
50
$257K 0.2%
6,858
-600
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