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
$146M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$658K
3
+$504K
4
GT icon
Goodyear
GT
+$234K
5
TSE icon
Trinseo
TSE
+$206K

Top Sells

1
+$279K
2
+$217K
3
+$215K
4
SXI icon
Standex International
SXI
+$128K
5
MNTX
Manitex International, Inc.
MNTX
+$120K

Sector Composition

1 Industrials 34.27%
2 Consumer Discretionary 23.86%
3 Materials 16.58%
4 Energy 10.86%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 9.3%
118,231
-2,429
2
$13M 8.92%
383,580
+270
3
$11.8M 8.04%
662,475
+2,250
4
$11.4M 7.82%
394,175
-2,900
5
$11.4M 7.78%
433,403
+8,896
6
$8.57M 5.86%
90,230
-1,348
7
$5.78M 3.95%
217,944
-1,800
8
$5.09M 3.48%
221,296
-1,150
9
$4.99M 3.41%
85,259
-1,050
10
$4.42M 3.02%
93,133
-800
11
$4.28M 2.93%
40,800
-200
12
$4.16M 2.84%
40,161
-200
13
$3.69M 2.52%
38,589
-350
14
$3.25M 2.22%
20,240
-1,350
15
$3.09M 2.11%
173,950
+119,450
16
$2.85M 1.95%
36,827
-700
17
$2.64M 1.81%
36,348
-400
18
$2.4M 1.64%
75,142
-720
19
$1.85M 1.27%
41,685
-1,067
20
$1.74M 1.19%
59,940
+22,700
21
$1.64M 1.12%
19,240
22
$1.62M 1.11%
93,833
+1,833
23
$1.53M 1.05%
84,921
-900
24
$1.27M 0.87%
83,900
-600
25
$1.16M 0.79%
17,909
1
2 3