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
$151M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$958K
3
+$634K
4
GT icon
Goodyear
GT
+$257K
5
HUN icon
Huntsman Corp
HUN
+$62.4K

Top Sells

1
+$3.23M
2
+$2.38M
3
+$1.41M
4
HRI icon
Herc Holdings
HRI
+$1.36M
5
LCII icon
LCI Industries
LCII
+$751K

Sector Composition

1 Industrials 36.09%
2 Consumer Discretionary 31.26%
3 Energy 9.33%
4 Materials 8.13%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.21%
17,450
-200
52
$292K 0.19%
4,500
53
$291K 0.19%
8,907
-600
54
$287K 0.19%
5,036
55
$253K 0.17%
4,600
-100
56
$245K 0.16%
12,580
-100
57
$242K 0.16%
8,971
-350
58
$232K 0.15%
3,100
-100
59
$199K 0.13%
11,083
-200
60
$198K 0.13%
98,925
-900
61
$192K 0.13%
42,621
62
$103K 0.07%
31,561
63
$86K 0.06%
17,300
64
– –
-2,267
65
– –
-42,167
66
– –
-13,000
67
– –
-476
68
– –
-404,087
1 2
3