WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+0.42%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-4.1%)
Cap. Flow
+$5.94K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
59.26%
Holding
62
New
–
Increased
3
Reduced
47
Closed
–
Top Buys
| 1 |
Vaalco Energy
EGY
|
$1.44M |
| 2 |
NN Inc
NNBR
|
$1.05M |
| 3 |
Trinseo
TSE
|
$61.9K |
Top Sells
| 1 |
Standex International
SXI
|
$406K |
| 2 |
CCF
Chase Corporation
CCF
|
$356K |
| 3 |
U-Haul Holding Co
UHAL
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSI
51
DELISTED
Life Storage, Inc.
LSI
| $329K | 0.22% | 3,500 -100 | -3% | -$9.4K |
|
52
VSE Corp
VSEC
$3.36B
| $326K | 0.22% | 10,028 -600 | -6% | -$19.5K |
|
53
O-I Glass
OI
$2B
| $289K | 0.19% | 15,600 -400 | -3% | -$7.41K |
|
54
UFP Industries
UFPI
$5.91B
| $280K | 0.19% | 8,007 | – | – |
|
55
Wabash National
WNC
$454M
| $248K | 0.17% | 13,800 -200 | -1% | -$3.59K |
|
56
Oshkosh
OSK
$8.92B
| $234K | 0.16% | 3,315 -200 | -6% | -$14.1K |
|
|
HZN
57
DELISTED
Horizon Global Corporation
HZN
| $232K | 0.16% | 33,101 -1,460 | -4% | -$10.2K |
|
58
USA Compression Partners
USAC
$2.95B
| $206K | 0.14% | 12,650 | – | – |
|
59
Builders FirstSource
BLDR
$15.3B
| $203K | 0.14% | 14,020 | – | – |
|
60
Perma-Fix Environmental Services
PESI
$220M
| $108K | 0.07% | 26,921 -800 | -3% | -$3.21K |
|
61
Universal Safety Products, Inc.
UUU
$7.63M
| $24K | 0.02% | 23,761 | – | – |
|