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
$122M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$836K
3
+$547K
4
EGY icon
Vaalco Energy
EGY
+$417K
5
SHYF
The Shyft Group
SHYF
+$177K

Top Sells

1
+$623K
2
+$185K
3
+$178K
4
SXI icon
Standex International
SXI
+$138K
5
CCF
Chase Corporation
CCF
+$114K

Sector Composition

1 Industrials 33.77%
2 Materials 19.39%
3 Consumer Discretionary 14.75%
4 Energy 12.42%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$195K 0.16%
6,300
52
$190K 0.16%
4,000
53
$178K 0.15%
12,947
54
$177K 0.14%
+4,715
55
$177K 0.14%
+5,625
56
$161K 0.13%
+989
57
$150K 0.12%
+3,158
58
$119K 0.1%
+6,434
59
$118K 0.1%
+1,254
60
$118K 0.1%
+4,800
61
$118K 0.1%
+2,200
62
$118K 0.1%
24,757
63
$114K 0.09%
17,500
64
$108K 0.09%
+157
65
$101K 0.08%
+1,912
66
$84K 0.07%
+425
67
$83K 0.07%
+1,154
68
$81K 0.07%
+1,185
69
$69K 0.06%
+1,244
70
$63K 0.05%
+1,100
71
$61K 0.05%
+3,500
72
$54K 0.04%
+200
73
$44K 0.04%
+3,247
74
$40K 0.03%
+2,500
75
$37K 0.03%
+1,200
1 2
3
4