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
$92M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.25M
3
+$1.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$437K
5
LSI
Life Storage, Inc.
LSI
+$241K

Top Sells

1
+$1.26M
2
+$1.21M
3
+$884K
4
HUN icon
Huntsman Corp
HUN
+$847K
5
SXI icon
Standex International
SXI
+$551K

Sector Composition

1 Industrials 40.94%
2 Materials 17.56%
3 Consumer Discretionary 15.93%
4 Energy 8.32%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$109K 0.12%
13,568
-4,406
52
$90K 0.1%
30,057
-6,190
53
$66K 0.07%
11,515
-10,900
54
– –
-3,000
1 2
3