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
$116M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$573K
3
+$401K
4
KOP icon
Koppers
KOP
+$394K
5
BMY icon
Bristol-Myers Squibb
BMY
+$293K

Top Sells

1
+$827K
2
+$586K
3
+$546K
4
SHYF
The Shyft Group
SHYF
+$359K
5
WTS icon
Watts Water Technologies
WTS
+$311K

Sector Composition

1 Industrials 33.5%
2 Materials 18.7%
3 Consumer Discretionary 15.76%
4 Energy 13.84%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.11%
70,430
27
$1.04M 0.89%
21,524
28
$972K 0.84%
58,057
-2,200
29
$926K 0.8%
61,742
-1,600
30
$854K 0.73%
12,838
+4,400
31
$806K 0.69%
7,900
-300
32
$687K 0.59%
42,270
-500
33
$628K 0.54%
10,460
-900
34
$602K 0.52%
77,672
+51,695
35
$585K 0.5%
4,873
36
$521K 0.45%
3,759
-33
37
$476K 0.41%
8,814
-600
38
$430K 0.37%
4,971
39
$423K 0.36%
3,525
40
$422K 0.36%
8,790
-88
41
$408K 0.35%
9,721
-200
42
$383K 0.33%
2,600
43
$327K 0.28%
3,082
44
$315K 0.27%
3,666
-200
45
$312K 0.27%
4,250
-100
46
$310K 0.27%
2,500
-100
47
$308K 0.26%
9,639
48
$305K 0.26%
29,933
-4,820
49
$253K 0.22%
+7,400
50
$249K 0.21%
5,526
+900
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