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
$146M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$658K
3
+$504K
4
GT icon
Goodyear
GT
+$234K
5
TSE icon
Trinseo
TSE
+$206K

Top Sells

1
+$279K
2
+$217K
3
+$215K
4
SXI icon
Standex International
SXI
+$128K
5
MNTX
Manitex International, Inc.
MNTX
+$120K

Sector Composition

1 Industrials 34.27%
2 Consumer Discretionary 23.86%
3 Materials 16.58%
4 Energy 10.86%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.21%
5,700
52
$300K 0.21%
37,461
+25,061
53
$287K 0.2%
4,659
-400
54
$269K 0.18%
3,515
55
$256K 0.18%
8,007
56
$206K 0.14%
+2,800
57
$202K 0.14%
+12,150
58
$108K 0.07%
28,921
59
$30K 0.02%
23,761
-1,000
60
– –
-10,000
61
– –
-13,300
1 2
3