WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
1-Year Est. Return
2.08%
1 Year Est. Return
+2.08%
AUM
$98.1M
AUM Growth
-$17M
(-15%)
Holding
88
Top Buys
| 1 | +$379K | |
| 2 | +$204K | |
| 3 | +$41.1K | |
| 4 |
Huntsman Corp
HUN
|
+$31.5K |
| 5 |
Escalade
ESCA
|
+$25.1K |
Top Sells
| 1 | +$106K | |
| 2 | +$82.5K | |
| 3 | +$71.1K | |
| 4 |
Northern Technologies International Corp
NTIC
|
+$48.8K |
| 5 |
U-Haul Holding Co
UHAL
|
+$25.3K |
Sector Composition
| 1 | Industrials | 33.48% |
| 2 | Materials | 23.44% |
| 3 | Energy | 23.03% |
| 4 | Consumer Discretionary | 9.95% |
| 5 | Consumer Staples | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFIN
76
DELISTED
P&F Industries
PFIN
| $28K | 0.03% |
5,700
|
|
||
77
Valero Energy
VLO
$55.1B
| $26K | 0.03% |
250
|
|
||
78
BGSF Inc
BGSF
$49.6M
| $24K | 0.02% |
2,200
|
|
||
79
Sinclair Inc
SBGI
$1.07B
| $22K | 0.02% |
1,200
|
|
||
80
Compass Diversified
CODI
$530M
| $17K | 0.02% |
1,000
|
|
||
81
Kroger
KR
$44.8B
| $17K | 0.02% |
400
|
|
||
82
Eastern Company
EML
$115M
| $15K | 0.02% |
904
|
|
||
83
Pfizer
PFE
$144B
| $13K | 0.01% |
300
|
|
||
84
Exxon Mobil
XOM
$492B
| $13K | 0.01% |
145
|
|
||
85
Rithm Capital
RITM
$6.35B
| $12K | 0.01% |
1,766
|
|
||
86
Monro
MNRO
$566M
| $8K | 0.01% |
189
|
|
||
87
JELD-WEN Holding
JELD
$220M
| – | – |
-1,000
|
|