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
$166M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$384K
3
+$119K
4
CTB
Cooper Tire & Rubber Co.
CTB
+$70.4K
5
HUN icon
Huntsman Corp
HUN
+$48.5K

Top Sells

1
+$1.52M
2
+$925K
3
+$872K
4
UHAL icon
U-Haul Holding Co
UHAL
+$617K
5
PLKI
Popeyes Louisiana Kitchen, Inc.
PLKI
+$480K

Sector Composition

1 Industrials 33.92%
2 Consumer Discretionary 29.59%
3 Materials 10.25%
4 Energy 8.65%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.16%
34,696
52
$267K 0.16%
18,082
-1,381
53
$252K 0.15%
5,036
54
$225K 0.14%
14,500
-300
55
$206K 0.12%
8,771
56
$163K 0.1%
12,080
57
$156K 0.09%
89,125
-1,000
58
$96K 0.06%
14,800
-2,500
59
$94K 0.06%
34,221
60
$87K 0.05%
31,561
61
$74K 0.04%
2,267
62
– –
-5,359
63
– –
-8,000
1 2
3