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
$156M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$241K
3
+$142K
4
TWI icon
Titan International
TWI
+$105K
5
MRO
Marathon Oil Corporation
MRO
+$84K

Top Sells

1
+$1.34M
2
+$685K
3
+$662K
4
PBI icon
Pitney Bowes
PBI
+$481K
5
MCP
MOLYCORP INC COM STK
MCP
+$428K

Sector Composition

1 Industrials 36.97%
2 Energy 24.84%
3 Consumer Discretionary 16.3%
4 Consumer Staples 7.97%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.24%
13,400
52
$362K 0.23%
4,800
53
$346K 0.22%
14,728
-5,130
54
$336K 0.22%
7,000
55
$328K 0.21%
145,625
-25,650
56
$323K 0.21%
+13,440
57
$316K 0.2%
8,900
58
$284K 0.18%
18,300
-2,000
59
$282K 0.18%
6,600
60
$267K 0.17%
10,700
61
$260K 0.17%
86,661
-21,775
62
$255K 0.16%
5,930
63
$252K 0.16%
5,100
64
$241K 0.15%
+14,157
65
$235K 0.15%
285
-168
66
$225K 0.14%
2,250
67
$166K 0.11%
10,703
68
$126K 0.08%
31,561
69
$63K 0.04%
22,948
70
– –
-24,538
71
– –
-7,300
72
$0 ﹤0.01%
12,000
73
– –
-68,491
74
– –
-75,695
75
– –
-21,500
1 2
3
4