WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
This Quarter Return
+15.76%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+10%)
Cap. Flow
-$4.9M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
58.2%
Holding
83
New
3
Increased
6
Reduced
48
Closed
7
Top Buys
| 1 |
Pitney Bowes
PBI
|
$340K |
| 2 |
SWY
SAFEWAY INC
SWY
|
$279K |
| 3 |
Oshkosh
OSK
|
$245K |
| 4 |
Core Molding Technologies
CMT
|
$168K |
| 5 |
Titan International
TWI
|
$91K |
Top Sells
| 1 |
Standex International
SXI
|
$811K |
| 2 |
LCI Industries
LCII
|
$365K |
| 3 |
CCF
Chase Corporation
CCF
|
$292K |
| 4 |
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% |