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
$116M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$573K
3
+$401K
4
KOP icon
Koppers
KOP
+$394K
5
BMY icon
Bristol-Myers Squibb
BMY
+$293K

Top Sells

1
+$827K
2
+$586K
3
+$546K
4
SHYF
The Shyft Group
SHYF
+$359K
5
WTS icon
Watts Water Technologies
WTS
+$311K

Sector Composition

1 Industrials 33.5%
2 Materials 18.7%
3 Consumer Discretionary 15.76%
4 Energy 13.84%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.19%
12,947
-300
52
$214K 0.18%
6,300
53
$212K 0.18%
4,000
54
$163K 0.14%
24,757
-500
55
$114K 0.1%
17,500
56
– –
-9,824
57
– –
-14,898
58
– –
-27,102
1 2
3