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
$122M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$836K
3
+$547K
4
EGY icon
Vaalco Energy
EGY
+$417K
5
SHYF
The Shyft Group
SHYF
+$177K

Top Sells

1
+$623K
2
+$185K
3
+$178K
4
SXI icon
Standex International
SXI
+$138K
5
CCF
Chase Corporation
CCF
+$114K

Sector Composition

1 Industrials 33.77%
2 Materials 19.39%
3 Consumer Discretionary 14.75%
4 Energy 12.42%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.97%
69,930
-500
27
$1.11M 0.91%
21,524
28
$924K 0.76%
7,900
29
$835K 0.68%
55,696
-2,361
30
$754K 0.62%
12,838
31
$686K 0.56%
60,942
-800
32
$676K 0.55%
42,270
33
$643K 0.53%
10,460
34
$547K 0.45%
+11,400
35
$540K 0.44%
4,823
-50
36
$501K 0.41%
9,721
37
$494K 0.4%
3,759
38
$441K 0.36%
8,814
39
$439K 0.36%
8,790
40
$385K 0.31%
4,971
41
$380K 0.31%
2,550
-50
42
$370K 0.3%
3,525
43
$356K 0.29%
71,272
-6,400
44
$351K 0.29%
3,082
45
$330K 0.27%
3,666
46
$291K 0.24%
8,939
-700
47
$285K 0.23%
4,250
48
$258K 0.21%
5,426
-100
49
$250K 0.2%
2,450
-50
50
$211K 0.17%
7,400
1
2
3 4