WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
-9.54%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-13%)
Cap. Flow
-$3.43M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
66.6%
Holding
93
New
–
Increased
13
Reduced
17
Closed
5
Top Buys
| 1 |
Olin
OLN
|
$566K |
| 2 |
Herc Holdings
HRI
|
$335K |
| 3 |
DLA
Delta Apparel Inc.
DLA
|
$311K |
| 4 |
U-Haul Holding Co
UHAL
|
$142K |
| 5 |
Huntsman Corp
HUN
|
$89.6K |
Top Sells
| 1 |
FOE
Ferro Corporation
FOE
|
$2.89M |
| 2 |
HBP
Huttig Building Products, Inc.
HBP
|
$943K |
| 3 |
Vaalco Energy
EGY
|
$603K |
| 4 |
Goodyear
GT
|
$472K |
| 5 |
FLOW
SPX FLOW, Inc.
FLOW
|
$98K |
Sector Composition
| 1 | Industrials | 27.47% |
| 2 | Energy | 25.17% |
| 3 | Materials | 24.31% |
| 4 | Consumer Discretionary | 13.48% |
| 5 | Consumer Staples | 4.95% |
