WB
WesBanco Bank Portfolio holdings
AUM
$3.37B
1-Year Return
18.07%
This Quarter Return
-11.84%
1 Year Return
+18.07%
3 Year Return
+66.36%
5 Year Return
–
10 Year Return
–
AUM
$2.27B
AUM Growth
-$373M
(-14%)
Cap. Flow
-$30.4M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
24.17%
Holding
590
New
18
Increased
144
Reduced
203
Closed
45
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.38M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.6M |
| 3 |
Mid-America Apartment Communities
MAA
|
+$4.49M |
| 4 |
Linde
LIN
|
+$4.44M |
| 5 |
Parker-Hannifin
PH
|
+$4.25M |
Top Sells
| 1 |
Comcast
CMCSA
|
+$5.9M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.55M |
| 3 |
Ball Corp
BALL
|
+$4.78M |
| 4 |
Mastercard
MA
|
+$4.68M |
| 5 |
Morgan Stanley
MS
|
+$4.24M |
Sector Composition
| 1 | Technology | 19.54% |
| 2 | Healthcare | 13.94% |
| 3 | Financials | 12.27% |
| 4 | Industrials | 8.33% |
| 5 | Consumer Staples | 7.18% |
