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
$129M
AUM Growth
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$970K
3
+$517K
4
URI icon
United Rentals
URI
+$441K
5
UGI icon
UGI
UGI
+$322K

Top Sells

1
+$537K
2
+$206K
3
+$203K
4
GT icon
Goodyear
GT
+$201K
5
SXI icon
Standex International
SXI
+$151K

Sector Composition

1 Industrials 39.33%
2 Consumer Discretionary 21.59%
3 Energy 13.76%
4 Materials 12.84%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.19%
30,700
-2,300
52
$241K 0.19%
3,215
53
$236K 0.18%
102,394
-62,000
54
$211K 0.16%
8,901
-200
55
$171K 0.13%
10,050
-300
56
$161K 0.12%
11,300
57
$147K 0.11%
14,043
-200
58
$132K 0.1%
13,200
-250
59
$75K 0.06%
23,168
-16,380
60
$54K 0.04%
12,741
-4,877
61
$18K 0.01%
22,761
62
– –
-8,250
63
– –
-8,094
64
– –
-15,693
1 2
3