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
$66.8M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$542K
2
+$369K
3
+$231K
4
IEC
IEC Electronics Corp.
IEC
+$167K
5
EGY icon
Vaalco Energy
EGY
+$147K

Top Sells

1
+$595K
2
+$501K
3
+$437K
4
TRS icon
TriMas Corp
TRS
+$380K
5
LHX icon
L3Harris
LHX
+$333K

Sector Composition

1 Industrials 47.88%
2 Consumer Discretionary 17.91%
3 Materials 14.21%
4 Energy 11.9%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-20,100
52
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53
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-17,866
54
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-3,215
55
– –
-14,613
56
– –
-12,249
57
– –
-5,710
58
– –
-6,858
59
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-10,600
60
– –
-4,200
61
– –
-18,368
62
– –
-63,594
1 2
3