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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.2M
3
+$9.78M
4
UHAL icon
U-Haul Holding Co
UHAL
+$9.54M
5
SWY
SAFEWAY INC
SWY
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.02%
2 Energy 24.21%
3 Consumer Discretionary 16.65%
4 Consumer Staples 6.95%
5 Materials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.3%
+68,491
52
$397K 0.29%
+19,858
53
$390K 0.29%
+15,309
54
$362K 0.27%
+120,616
55
$351K 0.26%
+13,500
56
$343K 0.25%
+457
57
$321K 0.24%
+10,700
58
$312K 0.23%
+4,800
59
$308K 0.23%
+12,561
60
$301K 0.22%
+7,050
61
$291K 0.21%
+5,930
62
$284K 0.21%
+7,100
63
$268K 0.2%
+15,002
64
$263K 0.19%
+150,423
65
$245K 0.18%
+8,900
66
$225K 0.17%
+2,250
67
$217K 0.16%
+20,300
68
$215K 0.16%
+7,300
69
$202K 0.15%
+15,357
70
$201K 0.15%
+2,692
71
$142K 0.1%
+10,703
72
$142K 0.1%
+31,561
73
$77K 0.06%
+61,638
74
$69K 0.05%
+22,948
75
$55K 0.04%
+1,000
1 2
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