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
$144M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.05M
3
+$778K
4
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$243K
5
SVU
SUPERVALU Inc.
SVU
+$205K

Top Sells

1
+$764K
2
+$176K
3
+$141K
4
UHAL icon
U-Haul Holding Co
UHAL
+$123K
5
TWI icon
Titan International
TWI
+$100K

Sector Composition

1 Industrials 37.81%
2 Consumer Discretionary 31.1%
3 Energy 10.1%
4 Materials 7.52%
5 Technology 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 11.18%
458,830
-3,500
2
$13.6M 9.49%
736,636
-2,981
3
$13.3M 9.26%
406,536
+23,800
4
$12.3M 8.56%
158,628
-1,050
5
$11.7M 8.16%
225,486
-14,702
6
$7.96M 5.54%
914,814
-7,308
7
$4.04M 2.81%
310,668
+3,998
8
$3.95M 2.75%
99,261
-2,200
9
$3.68M 2.57%
42,836
-150
10
$3.68M 2.56%
57,487
-2,200
11
$3.54M 2.47%
506,370
+172,093
12
$3.5M 2.44%
233,566
-1,900
13
$3.2M 2.23%
44,400
+1,500
14
$2.73M 1.9%
128,684
-700
15
$2.7M 1.88%
34,890
-150
16
$2.56M 1.79%
91,596
-500
17
$2.51M 1.75%
216,577
+1,400
18
$2.3M 1.6%
42,217
-100
19
$1.62M 1.13%
48,058
-164
20
$1.57M 1.09%
47,625
+1,875
21
$1.56M 1.09%
22,998
-240
22
$1.56M 1.09%
84,499
23
$1.35M 0.94%
21,930
-300
24
$1.32M 0.92%
34,343
+5,328
25
$1.25M 0.87%
102,100
-400
1
2 3