WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
1-Year Return
2.08%
This Quarter Return
+10.48%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$153M
AUM Growth
+$8.96M
(+6.2%)
Cap. Flow
-$1.76M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
62.67%
Holding
71
New
7
Increased
12
Reduced
27
Closed
1
Top Buys
| 1 |
Herc Holdings
HRI
|
$1.17M |
| 2 |
XRM
Xerium Technologies Inc (new)
XRM
|
$648K |
| 3 |
SVU
SUPERVALU Inc.
SVU
|
$327K |
| 4 |
Oshkosh
OSK
|
$221K |
| 5 |
ATRI
Atrion Corp
ATRI
|
$202K |
Top Sells
| 1 |
STS
Supreme Industries Inc Class A
STS
|
$2.12M |
| 2 |
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
|
$1.57M |
| 3 |
CCF
Chase Corporation
CCF
|
$717K |
| 4 |
Standex International
SXI
|
$558K |
| 5 |
DLA
Delta Apparel Inc.
DLA
|
$417K |
Sector Composition
| 1 | Industrials | 37.52% |
| 2 | Consumer Discretionary | 30.92% |
| 3 | Energy | 9.83% |
| 4 | Materials | 7.23% |
| 5 | Technology | 4.32% |
