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
$150M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$279K
3
+$245K
4
CMT icon
Core Molding Technologies
CMT
+$168K
5
TWI icon
Titan International
TWI
+$91K

Top Sells

1
+$811K
2
+$365K
3
+$292K
4
UFPI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 9.49%
240,963
-13,740
2
$11.6M 7.78%
727,739
-3,204
3
$11M 7.37%
388,356
+9,829
4
$10.7M 7.18%
590,440
-2,000
5
$9.47M 6.33%
1,754,445
+8,300
6
$7.92M 5.29%
272,934
-10,062
7
$7.16M 4.78%
103,730
-500
8
$6.28M 4.19%
1,004,788
-6,715
9
$4.48M 2.99%
263,266
-1,900
10
$4.21M 2.81%
71,458
-350
11
$3.66M 2.44%
203,401
+18,900
12
$3.63M 2.42%
80,687
-8,102
13
$2.69M 1.8%
46,861
-350
14
$2.64M 1.76%
47,150
-1,000
15
$2.45M 1.64%
272,161
-3,800
16
$2.38M 1.59%
26,679
-743
17
$2.29M 1.53%
39,040
-1,400
18
$2.27M 1.52%
471
-7
19
$2.06M 1.37%
97,022
-288
20
$1.88M 1.25%
121,200
-400
21
$1.63M 1.09%
31,676
-1,377
22
$1.45M 0.97%
29,920
-200
23
$1.31M 0.88%
31,220
-500
24
$1.31M 0.87%
17,012
-400
25
$1.31M 0.87%
93,551
+6,500
1
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