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
$122M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$836K
3
+$547K
4
EGY icon
Vaalco Energy
EGY
+$417K
5
SHYF
The Shyft Group
SHYF
+$177K

Top Sells

1
+$623K
2
+$185K
3
+$178K
4
SXI icon
Standex International
SXI
+$138K
5
CCF
Chase Corporation
CCF
+$114K

Sector Composition

1 Industrials 33.77%
2 Materials 19.39%
3 Consumer Discretionary 14.75%
4 Energy 12.42%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.03%
+5,700
77
$28K 0.02%
4,073
-25,860
78
$27K 0.02%
+2,200
79
$24K 0.02%
+1,000
80
$23K 0.02%
+888
81
$22K 0.02%
+904
82
$21K 0.02%
+1,034
83
$20K 0.02%
+3,074
84
$19K 0.02%
+800
85
$19K 0.02%
+1,767
86
$17K 0.01%
+250
87
$16K 0.01%
+400
88
$14K 0.01%
+77
89
$13K 0.01%
+300
90
$10K 0.01%
+189
91
$8K 0.01%
+145
92
$2K ﹤0.01%
+100
1 2 3
4