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
$98.1M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$204K
3
+$41.1K
4
HUN icon
Huntsman Corp
HUN
+$31.5K
5
ESCA icon
Escalade
ESCA
+$25.1K

Top Sells

1
+$106K
2
+$82.5K
3
+$71.1K
4
NTIC icon
Northern Technologies International Corp
NTIC
+$48.8K
5
UHAL icon
U-Haul Holding Co
UHAL
+$25.3K

Sector Composition

1 Industrials 33.48%
2 Materials 23.44%
3 Energy 23.03%
4 Consumer Discretionary 9.95%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OSK icon
51
Oshkosh
OSK
$8.05B
$161K 0.16%
2,300
RTX icon
52
RTX Corp
RTX
$225B
$153K 0.16%
1,893
TRS icon
53
TriMas Corp
TRS
$1.37B
$133K 0.14%
5,425
AIV
54
Aimco
AIV
$810M
$122K 0.12%
17,500
WMB icon
55
Williams Companies
WMB
$75B
$112K 0.11%
4,000
CIR
56
DELISTED
CIRCOR International, Inc
CIR
$112K 0.11%
7,022
-100
GFF icon
57
Griffon
GFF
$3.42B
$110K 0.11%
3,800
VSEC icon
58
VSE Corp
VSEC
$4.08B
$107K 0.11%
3,058
L icon
59
Loews
L
$22B
$105K 0.11%
2,100
SPXC icon
60
SPX Corp
SPXC
$10.4B
$104K 0.11%
1,912
DORM icon
61
Dorman Products
DORM
$4B
$103K 0.11%
1,254
ATRO icon
62
Astronics
ATRO
$1.89B
$99K 0.1%
12,730
CSL icon
63
Carlisle Companies
CSL
$13.3B
$98K 0.1%
350
VIRC icon
64
Virco
VIRC
$113M
$95K 0.1%
23,867
-500
SHYF
65
DELISTED
The Shyft Group
SHYF
$90K 0.09%
4,515
ESCA icon
66
Escalade
ESCA
$175M
$86K 0.09%
9,090
+2,656
ATRI
67
DELISTED
Atrion Corp
ATRI
$86K 0.09%
157
RICK icon
68
RCI Hospitality Holdings
RICK
$210M
$76K 0.08%
1,185
RDI icon
69
Reading International Class A
RDI
$29.3M
$71K 0.07%
23,557
DOW icon
70
Dow Inc
DOW
$16.9B
$70K 0.07%
1,600
+500
OTIS icon
71
Otis Worldwide
OTIS
$34.4B
$60K 0.06%
946
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.1T
$53K 0.05%
200
GOOD
73
Gladstone Commercial Corp
GOOD
$530M
$52K 0.05%
3,500
+1,000
PATK icon
74
Patrick Industries
PATK
$3.55B
$49K 0.05%
1,694
USAC icon
75
USA Compression Partners
USAC
$3.1B
$42K 0.04%
2,500
1 2
3
4