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
$128M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$419K
3
+$242K
4
HBI
Hanesbrands
HBI
+$173K
5
TTE icon
TotalEnergies
TTE
+$143K

Top Sells

1
+$1.6M
2
+$1.36M
3
+$1.17M
4
UHAL icon
U-Haul Holding Co
UHAL
+$993K
5
HUN icon
Huntsman Corp
HUN
+$627K

Sector Composition

1 Industrials 38.89%
2 Consumer Discretionary 23.61%
3 Energy 14.35%
4 Materials 12.37%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.2%
5,710
-736
52
$242K 0.19%
+7,650
53
$229K 0.18%
63,594
-38,800
54
$211K 0.17%
20,100
-10,600
55
$153K 0.12%
10,600
-700
56
$118K 0.09%
12,443
-1,600
57
$94K 0.07%
10,741
-2,000
58
$83K 0.06%
18,368
-4,800
59
$14K 0.01%
22,761
60
– –
-8,901
61
– –
-13,200
62
– –
-10,050
1 2
3