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
$150M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$279K
3
+$245K
4
CMT icon
Core Molding Technologies
CMT
+$168K
5
TWI icon
Titan International
TWI
+$91K

Top Sells

1
+$811K
2
+$365K
3
+$292K
4
UFPI icon
UFP Industries
UFPI
+$202K
5
GDI
GARDNER DENVER,INC
GDI
+$201K

Sector Composition

1 Industrials 35.2%
2 Energy 23.09%
3 Consumer Discretionary 17.39%
4 Consumer Staples 8.39%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.29%
4,500
-100
52
$428K 0.29%
68,491
53
$385K 0.26%
171,275
-900
54
$380K 0.25%
108,436
-12,180
55
$364K 0.24%
13,471
-1,838
56
$355K 0.24%
13,400
-100
57
$351K 0.23%
453
-4
58
$329K 0.22%
4,800
59
$329K 0.22%
7,000
-100
60
$326K 0.22%
6,600
-450
61
$321K 0.21%
10,700
62
$317K 0.21%
15,002
63
$301K 0.2%
12,561
64
$265K 0.18%
8,900
65
$252K 0.17%
5,930
66
$245K 0.16%
+5,100
67
$241K 0.16%
7,300
68
$225K 0.15%
2,250
69
$213K 0.14%
20,300
70
$161K 0.11%
10,703
71
$142K 0.09%
31,561
72
$69K 0.05%
22,948
73
$29K 0.02%
24,538
-37,100
74
– –
-1,000
75
– –
-15,357
1 2
3
4