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
$92M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.25M
3
+$1.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$437K
5
LSI
Life Storage, Inc.
LSI
+$241K

Top Sells

1
+$1.26M
2
+$1.21M
3
+$884K
4
HUN icon
Huntsman Corp
HUN
+$847K
5
SXI icon
Standex International
SXI
+$551K

Sector Composition

1 Industrials 40.94%
2 Materials 17.56%
3 Consumer Discretionary 15.93%
4 Energy 8.32%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 10.93%
255,260
-30,690
2
$7.76M 8.44%
450,071
-27,754
3
$6.93M 7.53%
288,746
-35,300
4
$6.68M 7.26%
62,459
-11,734
5
$5.92M 6.44%
227,692
-34,000
6
$4.42M 4.8%
21,391
-2,650
7
$4.14M 4.5%
55,891
-7,451
8
$2.98M 3.24%
25,261
-3,125
9
$2.93M 3.18%
172,190
-18,988
10
$2.89M 3.14%
31,049
-3,200
11
$2.83M 3.08%
24,192
-4,580
12
$2.39M 2.6%
63,283
-6,900
13
$2.35M 2.56%
63,171
+33,584
14
$2.25M 2.45%
11,669
-1,455
15
$2.22M 2.41%
2,335,489
-218,239
16
$1.84M 2.01%
12,549
-1,660
17
$1.78M 1.94%
132,196
-21,560
18
$1.71M 1.86%
49,332
-10,017
19
$1.53M 1.66%
26,366
-3,450
20
$1.48M 1.6%
159,415
+129,833
21
$1.35M 1.46%
+53,305
22
$1.11M 1.21%
52,827
-7,586
23
$1.04M 1.13%
28,136
-3,805
24
$961K 1.04%
76,911
-8,120
25
$950K 1.03%
97,934
-17,000
1
2 3