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
$149M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.05M
3
+$61.9K

Top Sells

1
+$406K
2
+$356K
3
+$186K
4
DLA
Delta Apparel Inc.
DLA
+$168K
5
SVU
SUPERVALU Inc.
SVU
+$126K

Sector Composition

1 Industrials 35.9%
2 Consumer Discretionary 21.47%
3 Energy 15.25%
4 Materials 14.62%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$329K 0.22%
5,250
-150
52
$326K 0.22%
10,028
-600
53
$289K 0.19%
15,600
-400
54
$280K 0.19%
8,007
55
$248K 0.17%
13,800
-200
56
$234K 0.16%
3,315
-200
57
$232K 0.16%
33,101
-1,460
58
$206K 0.14%
12,650
59
$203K 0.14%
14,020
60
$108K 0.07%
26,921
-800
61
$24K 0.02%
23,761
1 2
3