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
$149M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.36M
3
+$600K
4
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$408K
5
SVU
SUPERVALU Inc.
SVU
+$390K

Top Sells

1
+$676K
2
+$622K
3
+$396K
4
CHK
Chesapeake Energy Corporation
CHK
+$284K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.23%
12,828
52
$332K 0.22%
4,200
53
$331K 0.22%
5,850
54
$324K 0.22%
129,625
-3,900
55
$308K 0.21%
4,600
56
$302K 0.2%
5,036
57
$293K 0.2%
10,100
-100
58
$272K 0.18%
15,002
59
$259K 0.17%
10,921
-100
60
$243K 0.16%
53,996
-6,200
61
$228K 0.15%
13,257
62
$227K 0.15%
2,267
-200
63
$226K 0.15%
+21,530
64
$223K 0.15%
3,600
-100
65
$202K 0.14%
4,800
66
$174K 0.12%
31,561
67
$167K 0.11%
46,421
-6,800
68
$130K 0.09%
17,300
69
$100K 0.07%
2,781
-66
70
– –
-2,250
1 2
3