WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+5.28%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-4%)
Cap. Flow
-$6.9M
Cap. Flow
% of AUM
-4.73%
Top 10 Holdings %
Top 10 Hldgs %
59.59%
Holding
78
New
3
Increased
5
Reduced
47
Closed
8
Top Buys
| 1 |
Hanesbrands
HBI
|
$2.74M |
| 2 |
Goodyear
GT
|
$2.08M |
| 3 |
Huntsman Corp
HUN
|
$420K |
| 4 |
Monro
MNRO
|
$322K |
| 5 |
DLA
Delta Apparel Inc.
DLA
|
$58.4K |
Top Sells
| 1 |
SWY
SAFEWAY INC
SWY
|
$10.3M |
| 2 |
U-Haul Holding Co
UHAL
|
$431K |
| 3 |
RDC
Rowan Companies Plc
RDC
|
$308K |
| 4 |
Standex International
SXI
|
$282K |
| 5 |
PGH
Pengrowth Energy Corporation
PGH
|
$223K |
Sector Composition
| 1 | Industrials | 43.34% |
| 2 | Consumer Discretionary | 25.07% |
| 3 | Energy | 16% |
| 4 | Materials | 5.17% |
| 5 | Technology | 1.98% |
