WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+1.69%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+2%)
Cap. Flow
+$2.85M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
59.05%
Holding
73
New
3
Increased
6
Reduced
46
Closed
1
Top Buys
| 1 |
Huntsman Corp
HUN
|
$3.17M |
| 2 |
NEFF
Neff Corporation
NEFF
|
$1.36M |
| 3 |
Marathon Petroleum
MPC
|
$773K |
| 4 |
Goodyear
GT
|
$600K |
| 5 |
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
|
$408K |
Top Sells
| 1 |
Standex International
SXI
|
$676K |
| 2 |
Pitney Bowes
PBI
|
$622K |
| 3 |
U-Haul Holding Co
UHAL
|
$396K |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$284K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$225K |
Sector Composition
| 1 | Industrials | 39.3% |
| 2 | Consumer Discretionary | 26.7% |
| 3 | Energy | 14.49% |
| 4 | Materials | 7.57% |
| 5 | Technology | 2.99% |
