WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+1.12%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-3.5%)
Cap. Flow
+$287K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
59.03%
Holding
78
New
6
Increased
6
Reduced
47
Closed
3
Top Buys
| 1 |
Goodyear
GT
|
$2.43M |
| 2 |
HAWK
Blackhawk Network Holdings, Inc. Common Stock
HAWK
|
$1.88M |
| 3 |
Huntsman Corp
HUN
|
$643K |
| 4 |
Herc Holdings
HRI
|
$505K |
| 5 |
Allegion
ALLE
|
$415K |
Top Sells
| 1 |
Standex International
SXI
|
$701K |
| 2 |
SWY
SAFEWAY INC
SWY
|
$608K |
| 3 |
Titan International
TWI
|
$447K |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$139K |
| 5 |
U-Haul Holding Co
UHAL
|
$135K |
Sector Composition
| 1 | Industrials | 38.81% |
| 2 | Consumer Discretionary | 20.8% |
| 3 | Energy | 19.32% |
| 4 | Consumer Staples | 6.79% |
| 5 | Materials | 4.5% |
