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
$116M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$573K
3
+$401K
4
KOP icon
Koppers
KOP
+$394K
5
BMY icon
Bristol-Myers Squibb
BMY
+$293K

Top Sells

1
+$827K
2
+$586K
3
+$546K
4
SHYF
The Shyft Group
SHYF
+$359K
5
WTS icon
Watts Water Technologies
WTS
+$311K

Sector Composition

1 Industrials 33.5%
2 Materials 18.7%
3 Consumer Discretionary 15.76%
4 Energy 13.84%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 9.9%
198,940
-1,680
2
$11.2M 9.64%
390,381
-18,985
3
$9.21M 7.91%
2,877,942
+179,007
4
$6.8M 5.85%
259,146
+2,900
5
$6.44M 5.53%
202,727
-2,000
6
$6.22M 5.35%
19,566
-150
7
$5.22M 4.48%
51,137
-1,676
8
$4.81M 4.13%
81,483
+23,900
9
$4.57M 3.92%
175,608
+977
10
$3.83M 3.29%
66,597
-2,200
11
$3.35M 2.88%
28,816
12
$3.23M 2.78%
34,310
-6,218
13
$2.78M 2.39%
21,321
-100
14
$2.72M 2.34%
18,737
-2,144
15
$2.45M 2.11%
40,516
-400
16
$2.39M 2.05%
113,596
+3,113
17
$2.07M 1.78%
64,607
+12,302
18
$2.02M 1.74%
9,391
-100
19
$1.93M 1.66%
22,666
-250
20
$1.77M 1.52%
9,638
-700
21
$1.53M 1.32%
25,582
-200
22
$1.48M 1.27%
46,398
-4,606
23
$1.38M 1.18%
23,161
+2,296
24
$1.36M 1.17%
132,464
-900
25
$1.31M 1.12%
78,033
+10,499
1
2 3