WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
1-Year Est. Return
2.08%
This Fund
S&P 500
1 Year Est. Return
+2.08%
AUM
$115M
AUM Growth
-$17.5M
(-13%)
Holding
93
Top Buys
| 1 | +$711K | |
| 2 | +$450K | |
| 3 | +$329K | |
| 4 |
U-Haul Holding Co
UHAL
|
+$156K |
| 5 |
Huntsman Corp
HUN
|
+$108K |
Top Sells
| 1 | +$2.89M | |
| 2 | +$943K | |
| 3 | +$639K | |
| 4 |
Goodyear
GT
|
+$564K |
| 5 |
FLOW
SPX FLOW, Inc.
FLOW
|
+$98K |
Sector Composition
| 1 | Industrials | 27.47% |
| 2 | Energy | 25.17% |
| 3 | Materials | 24.31% |
| 4 | Consumer Discretionary | 13.48% |
| 5 | Consumer Staples | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFIN
76
DELISTED
P&F Industries
PFIN
| $28K | 0.02% |
5,700
|
|
||
77
BGSF Inc
BGSF
$71.7M
| $26K | 0.02% |
2,200
|
|
||
78
Valero Energy
VLO
$69B
| $26K | 0.02% |
250
|
|
||
79
Sinclair Inc
SBGI
$1.01B
| $24K | 0.02% |
1,200
|
|
||
80
Compass Diversified
CODI
$455M
| $21K | 0.02% |
1,000
|
|
||
81
Kroger
KR
$46.4B
| $19K | 0.02% |
400
|
|
||
82
Eastern Company
EML
$126M
| $18K | 0.02% |
904
|
|
||
83
Pfizer
PFE
$151B
| $16K | 0.01% |
300
|
|
||
84
Rithm Capital
RITM
$5.25B
| $16K | 0.01% |
1,766
-1
|
|
||
85
JELD-WEN Holding
JELD
$128M
| $14K | 0.01% |
1,000
|
|
||
86
Exxon Mobil
XOM
$651B
| $12K | 0.01% |
145
|
|
||
87
Monro
MNRO
$459M
| $8K | 0.01% |
189
|
|
||
88
Scorpio Tankers
STNG
$3.44B
| – | – |
-1,000
|
|
||
|
HBP
89
DELISTED
Huttig Building Products, Inc.
HBP
| – | – |
-92,012
|
|
||
|
FOE
90
DELISTED
Ferro Corporation
FOE
| – | – |
-134,393
|
|
||
|
FLOW
91
DELISTED
SPX FLOW, Inc.
FLOW
| – | – |
-1,154
|
|
||
|
MNTX
92
DELISTED
Manitex International, Inc.
MNTX
| – | – |
-559
|
|