WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
-2.45%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Standex International
SXI
|
$13.4M |
| 2 |
DLA
Delta Apparel Inc.
DLA
|
$10.2M |
| 3 |
Vaalco Energy
EGY
|
$9.78M |
| 4 |
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% |
