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
$122M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$836K
3
+$547K
4
EGY icon
Vaalco Energy
EGY
+$417K
5
SHYF
The Shyft Group
SHYF
+$177K

Top Sells

1
+$623K
2
+$185K
3
+$178K
4
SXI icon
Standex International
SXI
+$138K
5
CCF
Chase Corporation
CCF
+$114K

Sector Composition

1 Industrials 33.77%
2 Materials 19.39%
3 Consumer Discretionary 14.75%
4 Energy 12.42%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 10.32%
197,190
-1,750
2
$10.3M 8.39%
383,471
-6,910
3
$8.93M 7.3%
200,727
-2,000
4
$8.47M 6.93%
3,026,881
+148,939
5
$7.62M 6.23%
260,646
+1,500
6
$6.85M 5.6%
19,566
7
$6.3M 5.15%
117,789
+36,306
8
$5.08M 4.15%
50,016
-1,121
9
$4.33M 3.54%
66,597
10
$3.24M 2.65%
32,910
-1,400
11
$3.14M 2.56%
154,868
+41,272
12
$3.08M 2.52%
176,306
+698
13
$2.88M 2.36%
28,816
14
$2.86M 2.34%
21,321
15
$2.71M 2.22%
40,216
-300
16
$2.52M 2.06%
15,017
-3,720
17
$2.11M 1.73%
68,207
+3,600
18
$2.06M 1.68%
9,341
-50
19
$1.95M 1.6%
132,464
20
$1.66M 1.36%
9,638
21
$1.57M 1.29%
22,666
22
$1.56M 1.28%
25,382
-200
23
$1.48M 1.21%
44,958
-1,440
24
$1.35M 1.11%
77,371
-662
25
$1.29M 1.05%
23,161
1
2 3 4