WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.6M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$525K
3
+$286K
4
OSK icon
Oshkosh
OSK
+$213K
5
MPC icon
Marathon Petroleum
MPC
+$157K

Top Sells

1
+$1.41M
2
+$957K
3
+$933K
4
UHAL icon
U-Haul Holding Co
UHAL
+$633K
5
NNBR icon
NN Inc
NNBR
+$478K

Sector Composition

1 Industrials 43.4%
2 Consumer Discretionary 16.32%
3 Materials 15.07%
4 Energy 12.97%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,741
52
– –
-10,500
53
– –
-58,926
1 2
3