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
$131M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.98M
3
+$661K
4
TSE icon
Trinseo
TSE
+$473K
5
EGY icon
Vaalco Energy
EGY
+$394K

Top Sells

1
+$1.95M
2
+$643K
3
+$564K
4
SXI icon
Standex International
SXI
+$399K
5
UHAL icon
U-Haul Holding Co
UHAL
+$354K

Sector Composition

1 Industrials 32.69%
2 Materials 23.06%
3 Consumer Discretionary 14%
4 Energy 12.66%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.02%
2,200
77
$25K 0.02%
1,000
78
$22K 0.02%
904
79
$22K 0.02%
800
80
$19K 0.01%
250
81
$18K 0.01%
400
82
$18K 0.01%
300
83
$18K 0.01%
1,767
84
$18K 0.01%
1,500
-2,000
85
$14K 0.01%
2,559
-515
86
$11K 0.01%
189
87
$9K 0.01%
145
88
$3K ﹤0.01%
100
89
– –
-4,073
90
– –
-888
91
– –
-3,247
92
– –
-3,082
93
– –
-1,034
94
– –
-132,464
95
– –
-10,460
1 2 3
4