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
$171M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$616K
3
+$357K
4
APU
AmeriGas Partners, L.P.
APU
+$298K
5
EGY icon
Vaalco Energy
EGY
+$109K

Top Sells

1
+$1.45M
2
+$368K
3
+$140K
4
SXI icon
Standex International
SXI
+$134K
5
PBI icon
Pitney Bowes
PBI
+$129K

Sector Composition

1 Industrials 31.66%
2 Energy 24.37%
3 Consumer Discretionary 16.53%
4 Consumer Staples 7.2%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 8.57%
1,778,689
+13,178
2
$13.1M 7.65%
579,220
+1,010
3
$12.3M 7.16%
372,718
-4,245
4
$11.5M 6.72%
216,994
-2,530
5
$11.5M 6.7%
740,155
+3,699
6
$8.08M 4.72%
260,700
-2,182
7
$7.87M 4.6%
113,244
+8,864
8
$7.24M 4.23%
998,162
-7,938
9
$4.57M 2.67%
177,484
-5,000
10
$4.41M 2.57%
259,166
-1,500
11
$4.01M 2.34%
71,545
+1,050
12
$3.6M 2.1%
67,187
13
$3.57M 2.09%
46,661
14
$3.24M 1.89%
243,827
-5,000
15
$2.82M 1.65%
38,940
-100
16
$2.64M 1.54%
45,350
-300
17
$2.43M 1.42%
26,679
18
$2.35M 1.37%
95,871
19
$2.25M 1.31%
118,400
20
$2.19M 1.28%
458
-7
21
$1.82M 1.06%
98,451
-1,000
22
$1.66M 0.97%
47,450
+10,200
23
$1.56M 0.91%
29,720
24
$1.46M 0.86%
33,848
25
$1.42M 0.83%
25,100
1
2 3