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
$156M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$241K
3
+$142K
4
TWI icon
Titan International
TWI
+$105K
5
MRO
Marathon Oil Corporation
MRO
+$84K

Top Sells

1
+$1.34M
2
+$685K
3
+$662K
4
PBI icon
Pitney Bowes
PBI
+$481K
5
MCP
MOLYCORP INC COM STK
MCP
+$428K

Sector Composition

1 Industrials 36.97%
2 Energy 24.84%
3 Consumer Discretionary 16.3%
4 Consumer Staples 7.97%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 8.82%
219,524
-21,439
2
$13.6M 8.73%
578,210
-12,230
3
$12M 7.69%
736,456
+8,717
4
$11.9M 7.66%
1,765,511
+11,066
5
$10.9M 6.99%
376,963
-11,393
6
$9.13M 5.87%
262,882
-10,052
7
$7.31M 4.7%
104,380
+650
8
$5.63M 3.62%
1,006,100
+1,312
9
$4.43M 2.85%
260,666
-2,600
10
$4.2M 2.7%
182,484
-20,917
11
$4.07M 2.61%
70,495
-963
12
$3.57M 2.29%
46,661
-200
13
$3.41M 2.19%
67,187
-13,500
14
$3.11M 2%
248,827
-23,334
15
$2.81M 1.8%
45,650
-1,500
16
$2.71M 1.74%
39,040
17
$2.42M 1.55%
26,679
18
$2.36M 1.51%
465
-6
19
$2.21M 1.42%
95,871
-1,151
20
$2.06M 1.33%
118,400
-2,800
21
$1.76M 1.13%
99,451
+5,900
22
$1.72M 1.11%
29,720
-1,500
23
$1.54M 0.99%
33,848
-100
24
$1.53M 0.98%
25,100
-6,576
25
$1.5M 0.97%
111,500
-1,400
1
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