WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+9.54%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+7.1%)
Cap. Flow
-$109K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
60.13%
Holding
96
New
3
Increased
5
Reduced
43
Closed
7
Top Buys
| 1 |
Olin
OLN
|
$2.14M |
| 2 |
Westlake Corp
WLK
|
$1.98M |
| 3 |
HBP
Huttig Building Products, Inc.
HBP
|
$661K |
| 4 |
Trinseo
TSE
|
$473K |
| 5 |
Vaalco Energy
EGY
|
$394K |
Top Sells
| 1 |
IEC
IEC Electronics Corp.
IEC
|
$1.95M |
| 2 |
LDL
Lydall, Inc.
LDL
|
$643K |
| 3 |
Watts Water Technologies
WTS
|
$564K |
| 4 |
Standex International
SXI
|
$399K |
| 5 |
U-Haul Holding Co
UHAL
|
$354K |
Sector Composition
| 1 | Industrials | 32.69% |
| 2 | Materials | 23.06% |
| 3 | Consumer Discretionary | 14% |
| 4 | Energy | 12.66% |
| 5 | Consumer Staples | 4.31% |
