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
$157M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$374K
3
+$166K
4
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$46.4K

Top Sells

1
+$1.13M
2
+$358K
3
+$289K
4
UFPI icon
UFP Industries
UFPI
+$210K
5
CHK
Chesapeake Energy Corporation
CHK
+$136K

Sector Composition

1 Industrials 35.47%
2 Energy 25.58%
3 Consumer Discretionary 17.36%
4 Consumer Staples 6.79%
5 Materials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.23%
6,900
52
$351K 0.22%
15,002
53
$325K 0.21%
72,296
-1,700
54
$325K 0.21%
13,528
55
$298K 0.19%
27,127
56
$290K 0.18%
4,600
57
$285K 0.18%
5,850
58
$280K 0.18%
11,671
59
$273K 0.17%
2,663
60
$265K 0.17%
12,049
-321
61
$260K 0.17%
231
62
$243K 0.15%
69,459
-4,100
63
$225K 0.14%
2,250
64
$222K 0.14%
5,100
65
$190K 0.12%
17,300
66
$161K 0.1%
10,703
67
$126K 0.08%
31,561
-31,561
68
$69K 0.04%
22,948
69
– –
-53,624
70
– –
-13,257
71
– –
-162,028
1 2
3