WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+6.09%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+4%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
62.88%
Holding
66
New
2
Increased
7
Reduced
35
Closed
2
Top Buys
| 1 |
NEFF
Neff Corporation
NEFF
|
$1.2M |
| 2 |
KRA
Kraton Corporation
KRA
|
$1.05M |
| 3 |
Goodyear
GT
|
$778K |
| 4 |
Invesco CurrencyShares Canadian Dollar Trust
FXC
|
$243K |
| 5 |
SVU
SUPERVALU Inc.
SVU
|
$205K |
Top Sells
| 1 |
CCF
Chase Corporation
CCF
|
$764K |
| 2 |
Air Industries Group
AIRI
|
$176K |
| 3 |
LCI Industries
LCII
|
$141K |
| 4 |
U-Haul Holding Co
UHAL
|
$123K |
| 5 |
Titan International
TWI
|
$100K |
Sector Composition
| 1 | Industrials | 37.81% |
| 2 | Consumer Discretionary | 31.1% |
| 3 | Energy | 10.1% |
| 4 | Materials | 7.52% |
| 5 | Technology | 4.45% |
