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
$150M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$279K
3 +$245K
4
CMT icon
Core Molding Technologies
CMT
+$168K
5
TWI icon
Titan International
TWI
+$91K

Top Sells

1 +$811K
2 +$365K
3 +$292K
4
UFPI icon
UFP Industries
UFPI
+$202K
5
GDI
GARDNER DENVER,INC
GDI
+$201K

Sector Composition

1 Industrials 35.2%
2 Energy 23.09%
3 Consumer Discretionary 17.39%
4 Consumer Staples 8.39%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,692
77
$0 ﹤0.01%
+21,500