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
$131M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.98M
3
+$661K
4
TSE icon
Trinseo
TSE
+$473K
5
EGY icon
Vaalco Energy
EGY
+$394K

Top Sells

1
+$1.95M
2
+$643K
3
+$564K
4
SXI icon
Standex International
SXI
+$399K
5
UHAL icon
U-Haul Holding Co
UHAL
+$354K

Sector Composition

1 Industrials 32.69%
2 Materials 23.06%
3 Consumer Discretionary 14%
4 Energy 12.66%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.15%
43,087
-1,871
27
$1.15M 0.87%
21,424
-100
28
$1.14M 0.87%
69,230
-700
29
$1.03M 0.79%
7,900
30
$805K 0.61%
9,471
-250
31
$790K 0.6%
12,738
-100
32
$744K 0.57%
54,096
-1,600
33
$666K 0.51%
42,270
34
$661K 0.5%
+62,988
35
$596K 0.46%
4,823
36
$509K 0.39%
8,350
-440
37
$484K 0.37%
60,442
-500
38
$477K 0.36%
3,626
-133
39
$430K 0.33%
2,500
-50
40
$401K 0.31%
8,714
-100
41
$389K 0.3%
4,250
42
$365K 0.28%
3,666
43
$351K 0.27%
4,771
-200
44
$328K 0.25%
3,525
45
$269K 0.21%
2,400
-50
46
$259K 0.2%
5,276
-150
47
$244K 0.19%
7,400
48
$227K 0.17%
6,300
49
$226K 0.17%
4,000
50
$219K 0.17%
4,515
-200
1
2
3 4