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
$164M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$353K
3
+$289K
4
HUN icon
Huntsman Corp
HUN
+$281K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$216K

Top Sells

1
+$8.06M
2
+$1.16M
3
+$991K
4
UHAL icon
U-Haul Holding Co
UHAL
+$423K
5
CCF
Chase Corporation
CCF
+$389K

Sector Composition

1 Industrials 33.84%
2 Consumer Discretionary 25.43%
3 Materials 12.09%
4 Energy 9.06%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334K 0.2%
4,400
52
$300K 0.18%
5,700
53
$278K 0.17%
8,607
54
$215K 0.13%
12,440
55
$175K 0.11%
10,000
56
$163K 0.1%
12,300
-900
57
$116K 0.07%
13,300
-1,000
58
$111K 0.07%
31,617
-1,804
59
$47K 0.03%
31,561
60
$23K 0.01%
2,267
61
– –
-13,294
62
– –
-5,036
63
– –
-495,957
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