WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
1-Year Return
2.08%
This Quarter Return
+13.74%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$133M
AUM Growth
+$1.62M
(+1.2%)
Cap. Flow
-$4.06M
Cap. Flow
% of AUM
-3.06%
Top 10 Holdings %
Top 10 Hldgs %
63.95%
Holding
96
New
7
Increased
8
Reduced
24
Closed
3
Top Buys
| 1 |
Olin
OLN
|
$3.87M |
| 2 |
LSI
Life Storage, Inc.
LSI
|
$428K |
| 3 |
HBP
Huttig Building Products, Inc.
HBP
|
$297K |
| 4 |
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
|
$232K |
| 5 |
U-Haul Holding Co
UHAL
|
$230K |
Top Sells
| 1 |
KRA
Kraton Corporation
KRA
|
$8.68M |
| 2 |
FOE
Ferro Corporation
FOE
|
$710K |
| 3 |
Vaalco Energy
EGY
|
$125K |
| 4 |
L3Harris
LHX
|
$62K |
| 5 |
QEPC
Q.E.P. CO INC
QEPC
|
$41.5K |
Sector Composition
| 1 | Industrials | 29.63% |
| 2 | Materials | 25.3% |
| 3 | Energy | 21.62% |
| 4 | Consumer Discretionary | 12.64% |
| 5 | Consumer Staples | 4.41% |
