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
$92M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.25M
3
+$1.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$437K
5
LSI
Life Storage, Inc.
LSI
+$241K

Top Sells

1
+$1.26M
2
+$1.21M
3
+$884K
4
HUN icon
Huntsman Corp
HUN
+$847K
5
SXI icon
Standex International
SXI
+$551K

Sector Composition

1 Industrials 40.94%
2 Materials 17.56%
3 Consumer Discretionary 15.93%
4 Energy 8.32%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$869K 0.94%
23,024
-1,100
27
$804K 0.87%
20,364
-2,900
28
$759K 0.83%
77,845
-12,000
29
$705K 0.77%
5,683
-1,009
30
$660K 0.72%
16,614
-2,710
31
$620K 0.67%
72,897
-8,292
32
$612K 0.67%
42,503
-6,333
33
$513K 0.56%
22,550
-725
34
$493K 0.54%
8,500
-300
35
$483K 0.53%
4,270
-397
36
$459K 0.5%
45,949
-7,600
37
$437K 0.48%
+6,938
38
$419K 0.46%
12,221
-3,300
39
$412K 0.45%
9,798
-1,063
40
$409K 0.44%
18,160
-3,400
41
$367K 0.4%
11,114
-963
42
$324K 0.35%
3,859
-600
43
$308K 0.33%
2,700
-200
44
$295K 0.32%
7,759
-6,900
45
$286K 0.31%
3,999
-875
46
$244K 0.27%
5,816
-667
47
$241K 0.26%
+3,150
48
$231K 0.25%
4,450
-500
49
$150K 0.16%
60,070
-100,633
50
$116K 0.13%
+30,102
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