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
$151M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$958K
3
+$634K
4
GT icon
Goodyear
GT
+$257K
5
HUN icon
Huntsman Corp
HUN
+$62.4K

Top Sells

1
+$3.23M
2
+$2.38M
3
+$1.41M
4
HRI icon
Herc Holdings
HRI
+$1.36M
5
LCII icon
LCI Industries
LCII
+$751K

Sector Composition

1 Industrials 36.09%
2 Consumer Discretionary 31.26%
3 Energy 9.33%
4 Materials 8.13%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 9.2%
436,120
-18,260
2
$13.1M 8.72%
417,192
+8,156
3
$13M 8.61%
192,188
-20,936
4
$11.6M 7.69%
125,989
-25,831
5
$11M 7.32%
700,013
-17,443
6
$10.9M 7.23%
581,482
-172,512
7
$5.18M 3.44%
323,568
+3,900
8
$4.66M 3.09%
47,787
-7,700
9
$4.32M 2.87%
494,039
-9,931
10
$4.02M 2.67%
93,411
-4,150
11
$3.81M 2.53%
114,661
+69,945
12
$3.67M 2.44%
229,644
-3,222
13
$3.34M 2.22%
41,736
-800
14
$3.13M 2.08%
34,390
-200
15
$2.98M 1.98%
220,977
-5,500
16
$2.92M 1.94%
43,600
-1,100
17
$2.68M 1.78%
41,817
-400
18
$2.27M 1.5%
65,642
-1,600
19
$2.18M 1.45%
122,884
-3,800
20
$2.16M 1.43%
88,221
-3,200
21
$1.8M 1.19%
82,771
-1,728
22
$1.64M 1.09%
99,500
-1,800
23
$1.59M 1.05%
22,058
-940
24
$1.49M 0.99%
193,861
-4,602
25
$1.42M 0.94%
21,130
-600
1
2 3