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
$164M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$353K
3
+$289K
4
HUN icon
Huntsman Corp
HUN
+$281K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$216K

Top Sells

1
+$8.06M
2
+$1.16M
3
+$991K
4
UHAL icon
U-Haul Holding Co
UHAL
+$423K
5
CCF
Chase Corporation
CCF
+$389K

Sector Composition

1 Industrials 33.84%
2 Consumer Discretionary 25.43%
3 Materials 12.09%
4 Energy 9.06%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 8.97%
400,460
-11,500
2
$14.7M 8.94%
135,924
-3,600
3
$14.5M 8.86%
440,857
+300
4
$14.3M 8.68%
687,248
-4,984
5
$11.1M 6.75%
410,575
+10,400
6
$10.5M 6.39%
99,464
-9,392
7
$9.53M 5.8%
396,978
-48,331
8
$5.43M 3.3%
226,144
9
$5.1M 3.11%
44,361
10
$5.02M 3.06%
228,246
11
$4.38M 2.66%
88,409
-1,308
12
$3.88M 2.37%
98,363
+21,521
13
$3.87M 2.36%
180,152
-7,123
14
$3.83M 2.33%
42,500
15
$3.68M 2.24%
40,439
16
$3M 1.83%
22,890
-2,500
17
$2.76M 1.68%
40,127
-300
18
$2.2M 1.34%
79,604
19
$2.13M 1.3%
87,921
20
$2.12M 1.29%
38,148
21
$2.07M 1.26%
96,300
22
$1.91M 1.17%
44,509
23
$1.83M 1.11%
20,630
24
$1.54M 0.94%
112,261
-323
25
$1.3M 0.79%
20,521
1
2 3