WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.6M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$525K
3
+$286K
4
OSK icon
Oshkosh
OSK
+$213K
5
MPC icon
Marathon Petroleum
MPC
+$157K

Top Sells

1
+$1.41M
2
+$957K
3
+$933K
4
UHAL icon
U-Haul Holding Co
UHAL
+$633K
5
NNBR icon
NN Inc
NNBR
+$478K

Sector Composition

1 Industrials 43.4%
2 Consumer Discretionary 16.32%
3 Materials 15.07%
4 Energy 12.97%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$634K 0.82%
23,264
-15,115
27
$609K 0.78%
81,189
-4,702
28
$557K 0.72%
14,659
-650
29
$535K 0.69%
53,549
-3,301
30
$525K 0.68%
+24,124
31
$476K 0.61%
4,667
-297
32
$401K 0.52%
4,459
33
$384K 0.49%
23,275
-500
34
$337K 0.43%
89,845
-6,877
35
$337K 0.43%
48,836
-19,930
36
$331K 0.43%
6,483
-478
37
$314K 0.4%
15,521
-1,200
38
$304K 0.39%
8,800
-1,600
39
$302K 0.39%
12,077
-767
40
$299K 0.39%
10,861
-4,181
41
$286K 0.37%
+21,560
42
$274K 0.35%
29,582
-723
43
$252K 0.32%
2,900
-200
44
$251K 0.32%
4,874
-403
45
$243K 0.31%
4,950
-600
46
$213K 0.27%
+3,000
47
$184K 0.24%
17,974
-925
48
$145K 0.19%
36,247
-4,900
49
$112K 0.14%
160,703
+137,942
50
$101K 0.13%
22,415
-106,137
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