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
$157M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$374K
3
+$166K
4
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$46.4K

Top Sells

1
+$1.13M
2
+$358K
3
+$289K
4
UFPI icon
UFP Industries
UFPI
+$210K
5
CHK
Chesapeake Energy Corporation
CHK
+$136K

Sector Composition

1 Industrials 35.47%
2 Energy 25.58%
3 Consumer Discretionary 17.36%
4 Consumer Staples 6.79%
5 Materials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 9.36%
1,754,585
-4,100
2
$14.5M 9.23%
563,220
3
$14.5M 9.21%
195,824
-3,900
4
$10.6M 6.75%
314,878
-10,600
5
$8.35M 5.31%
109,911
-533
6
$7.91M 5.02%
257,100
-1,100
7
$7.36M 4.68%
981,423
-14,037
8
$6.17M 3.92%
726,059
-5,370
9
$4.34M 2.76%
251,666
-2,800
10
$4.12M 2.62%
166,584
-2,200
11
$3.96M 2.51%
177,788
+64,684
12
$3.66M 2.32%
45,161
-300
13
$3.24M 2.06%
227,327
-5,000
14
$3.08M 1.96%
115,200
-800
15
$2.71M 1.72%
64,887
-400
16
$2.5M 1.59%
43,050
-400
17
$2.48M 1.58%
37,640
-200
18
$2.45M 1.56%
39,883
-200
19
$2.25M 1.43%
24,564
-770
20
$2.03M 1.29%
92,704
-864
21
$1.87M 1.19%
411
-30
22
$1.81M 1.15%
48,700
-400
23
$1.56M 0.99%
28,420
-500
24
$1.52M 0.97%
16,212
-100
25
$1.5M 0.95%
108,800
-700
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