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
$144M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.05M
3
+$778K
4
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$243K
5
SVU
SUPERVALU Inc.
SVU
+$205K

Top Sells

1
+$764K
2
+$176K
3
+$141K
4
UHAL icon
U-Haul Holding Co
UHAL
+$123K
5
TWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.2%
26,750
-200
52
$285K 0.2%
4,600
53
$269K 0.19%
9,507
-300
54
$252K 0.18%
9,321
-100
55
$243K 0.17%
+3,200
56
$222K 0.15%
110,825
57
$208K 0.14%
11,583
-100
58
$184K 0.13%
5,983
59
$149K 0.1%
39,696
60
$145K 0.1%
42,621
-1,610
61
$118K 0.08%
31,561
62
$86K 0.06%
17,300
63
– –
-2,267
64
– –
-26,651
1 2
3