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
$113M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$720K
3
+$424K
4
KOP icon
Koppers
KOP
+$34.5K
5
QEPC
Q.E.P. CO INC
QEPC
+$5.6K

Top Sells

1
+$2.44M
2
+$862K
3
+$674K
4
DLA
Delta Apparel Inc.
DLA
+$578K
5
FOE
Ferro Corporation
FOE
+$266K

Sector Composition

1 Industrials 36.53%
2 Materials 17.61%
3 Consumer Discretionary 16.62%
4 Energy 10.82%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.03%
67,534
-7,200
27
$899K 0.8%
21,524
-600
28
$874K 0.77%
60,257
-700
29
$827K 0.73%
14,898
-3,066
30
$759K 0.67%
42,770
-2,400
31
$705K 0.62%
8,200
-100
32
$697K 0.62%
63,342
-2,754
33
$616K 0.55%
4,873
-700
34
$555K 0.49%
9,414
-1,900
35
$529K 0.47%
8,438
36
$497K 0.44%
3,525
37
$474K 0.42%
3,792
-276
38
$456K 0.4%
9,921
-1,000
39
$433K 0.38%
8,878
-234
40
$378K 0.33%
11,360
-3,500
41
$359K 0.32%
2,600
-100
42
$359K 0.32%
9,824
-4,800
43
$350K 0.31%
4,971
-400
44
$344K 0.3%
34,753
-583
45
$328K 0.29%
9,639
-675
46
$326K 0.29%
4,350
47
$307K 0.27%
2,600
48
$300K 0.27%
3,866
-133
49
$262K 0.23%
3,082
-1
50
$232K 0.21%
13,247
-321
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