WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+23.5%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+14%)
Cap. Flow
-$8.13M
Cap. Flow
% of AUM
-7.2%
Top 10 Holdings %
Top 10 Hldgs %
60.44%
Holding
97
New
–
Increased
6
Reduced
45
Closed
39
Top Buys
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
$913K |
| 2 |
Vaalco Energy
EGY
|
$720K |
| 3 |
Ingles Markets
IMKTA
|
$424K |
| 4 |
Koppers
KOP
|
$34.5K |
| 5 |
QEPC
Q.E.P. CO INC
QEPC
|
$5.6K |
Top Sells
| 1 |
U-Haul Holding Co
UHAL
|
$2.44M |
| 2 |
CCF
Chase Corporation
CCF
|
$862K |
| 3 |
Standex International
SXI
|
$674K |
| 4 |
DLA
Delta Apparel Inc.
DLA
|
$578K |
| 5 |
FOE
Ferro Corporation
FOE
|
$266K |
Sector Composition
| 1 | Industrials | 36.53% |
| 2 | Materials | 17.61% |
| 3 | Consumer Discretionary | 16.62% |
| 4 | Energy | 10.82% |
| 5 | Consumer Staples | 3.72% |
