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
$115M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$335K
3
+$311K
4
UHAL icon
U-Haul Holding Co
UHAL
+$142K
5
HUN icon
Huntsman Corp
HUN
+$89.6K

Top Sells

1
+$2.89M
2
+$943K
3
+$603K
4
GT icon
Goodyear
GT
+$472K
5
FLOW
SPX FLOW, Inc.
FLOW
+$98K

Sector Composition

1 Industrials 27.47%
2 Energy 25.17%
3 Materials 24.31%
4 Consumer Discretionary 13.48%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UUU icon
51
Universal Safety Products Inc
UUU
$9.69M
$162K 0.14%
49,831
TRS icon
52
TriMas Corp
TRS
$1.36B
$146K 0.13%
5,425
-200
ALNT icon
53
Allient
ALNT
$927M
$139K 0.12%
6,300
DORM icon
54
Dorman Products
DORM
$3.84B
$137K 0.12%
1,254
ATRO icon
55
Astronics
ATRO
$1.89B
$124K 0.11%
12,730
-217
L icon
56
Loews
L
$21.1B
$123K 0.11%
2,100
WMB icon
57
Williams Companies
WMB
$75.8B
$122K 0.11%
4,000
VSEC icon
58
VSE Corp
VSEC
$3.92B
$113K 0.1%
3,058
CIR
59
DELISTED
CIRCOR International, Inc
CIR
$110K 0.1%
7,122
AIV
60
Aimco
AIV
$805M
$105K 0.09%
17,500
GFF icon
61
Griffon
GFF
$3.38B
$104K 0.09%
3,800
+3,000
SPXC icon
62
SPX Corp
SPXC
$10.2B
$99K 0.09%
1,912
ATRI
63
DELISTED
Atrion Corp
ATRI
$97K 0.08%
157
VIRC icon
64
Virco
VIRC
$112M
$85K 0.07%
24,367
CSL icon
65
Carlisle Companies
CSL
$13.4B
$83K 0.07%
350
SHYF
66
DELISTED
The Shyft Group
SHYF
$81K 0.07%
4,515
ESCA icon
67
Escalade
ESCA
$175M
$79K 0.07%
6,434
RDI icon
68
Reading International Class A
RDI
$26.6M
$77K 0.07%
23,557
-300
OTIS icon
69
Otis Worldwide
OTIS
$33.5B
$66K 0.06%
946
PATK icon
70
Patrick Industries
PATK
$3.59B
$58K 0.05%
1,694
+450
RICK icon
71
RCI Hospitality Holdings
RICK
$219M
$57K 0.05%
1,185
DOW icon
72
Dow Inc
DOW
$16.3B
$56K 0.05%
1,100
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.07T
$54K 0.05%
200
GOOD
74
Gladstone Commercial Corp
GOOD
$522M
$45K 0.04%
2,500
+1,000
USAC icon
75
USA Compression Partners
USAC
$2.97B
$41K 0.04%
2,500
1 2
3
4