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
$138M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$717K
3
+$511K
4
GT icon
Goodyear
GT
+$296K
5
DLA
Delta Apparel Inc.
DLA
+$180K

Top Sells

1
+$1.63M
2
+$1.38M
3
+$993K
4
HBI
Hanesbrands
HBI
+$407K
5
HUN icon
Huntsman Corp
HUN
+$241K

Sector Composition

1 Industrials 39.81%
2 Consumer Discretionary 28.39%
3 Energy 11.86%
4 Materials 7.18%
5 Technology 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.21%
9,421
-500
52
$277K 0.2%
110,825
-17,500
53
$251K 0.18%
5,983
-500
54
$237K 0.17%
4,600
55
$222K 0.16%
9,807
-3,450
56
$187K 0.14%
11,683
-100
57
$176K 0.13%
2,267
58
$155K 0.11%
44,231
-1,190
59
$139K 0.1%
31,561
60
$119K 0.09%
39,696
-3,800
61
$100K 0.07%
26,651
-20,946
62
$99K 0.07%
17,300
63
– –
-22,320
1 2
3