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
$132M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.5M
3
+$880K
4
TSE icon
Trinseo
TSE
+$387K
5
OPI
Office Properties Income Trust
OPI
+$236K

Top Sells

1
+$797K
2
+$345K
3
+$325K
4
GOV
Government Properties Income Trust
GOV
+$280K
5
PBI icon
Pitney Bowes
PBI
+$261K

Sector Composition

1 Industrials 36.12%
2 Consumer Discretionary 23.11%
3 Energy 15.42%
4 Materials 13.44%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.18%
+8,594
52
$236K 0.18%
8,007
53
$226K 0.17%
17,421
+3,001
54
$226K 0.17%
10,401
55
$188K 0.14%
12,150
56
$173K 0.13%
15,340
+4,401
57
$159K 0.12%
12,000
-1,700
58
$61K 0.05%
20,421
59
$25K 0.02%
22,761
60
– –
-45,355
61
– –
-6,277
62
– –
-12,700
63
– –
-41,477
1 2
3