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
$156M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.81M
3
+$910K
4
WNC icon
Wabash National
WNC
+$262K
5
BLDR icon
Builders FirstSource
BLDR
+$245K

Top Sells

1
+$1.85M
2
+$597K
3
+$357K
4
HUN icon
Huntsman Corp
HUN
+$256K
5
SXI icon
Standex International
SXI
+$220K

Sector Composition

1 Industrials 35.48%
2 Consumer Discretionary 21.1%
3 Materials 16.94%
4 Energy 13.93%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.19%
16,000
-700
52
$290K 0.19%
8,007
53
$287K 0.18%
3,773
+973
54
$265K 0.17%
132,628
-36
55
$262K 0.17%
+14,000
56
$257K 0.17%
3,515
57
$245K 0.16%
+14,020
58
$225K 0.14%
34,561
-2,900
59
$206K 0.13%
12,650
+500
60
$118K 0.08%
27,721
-1,200
61
$36K 0.02%
23,761
62
– –
-41,685
1 2
3