WB

WesBanco Bank Portfolio holdings

AUM $3.6B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.32M
3
+$9.2M
4
CARR icon
Carrier Global
CARR
+$7.29M
5
KO icon
Coca-Cola
KO
+$6.5M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$9.74M
4
NEE icon
NextEra Energy
NEE
+$8.81M
5
PEP icon
PepsiCo
PEP
+$7.97M

Sector Composition

1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MC icon
451
Moelis & Co
MC
$4.83B
$621K 0.02%
8,709
HLT icon
452
Hilton Worldwide
HLT
$65.1B
$620K 0.02%
2,389
-122
IYH icon
453
iShares US Healthcare ETF
IYH
$3.53B
$610K 0.02%
10,385
GPC icon
454
Genuine Parts
GPC
$18B
$608K 0.02%
4,388
-54
DRI icon
455
Darden Restaurants
DRI
$20.6B
$607K 0.02%
3,187
+37
XLE icon
456
State Street Energy Select Sector SPDR ETF
XLE
$27.7B
$606K 0.02%
6,785
-18,651
BX icon
457
Blackstone
BX
$117B
$601K 0.02%
3,515
+68
VOE icon
458
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$599K 0.02%
3,433
+125
CRVL icon
459
CorVel
CRVL
$3.66B
$599K 0.02%
7,731
YUM icon
460
Yum! Brands
YUM
$41.2B
$597K 0.02%
3,926
CRWV
461
CoreWeave Inc
CRWV
$39.5B
$588K 0.02%
4,300
+3,000
GEF icon
462
Greif
GEF
$3.84B
$588K 0.02%
9,839
CLX icon
463
Clorox
CLX
$12.8B
$587K 0.02%
4,764
+146
IDYA icon
464
IDEAYA Biosciences
IDYA
$3.01B
$577K 0.02%
+21,200
GGG icon
465
Graco
GGG
$13.8B
$577K 0.02%
6,789
-300
APLD icon
466
Applied Digital
APLD
$8.18B
$574K 0.02%
+25,000
SCHZ icon
467
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
$562K 0.02%
23,957
NBIS
468
Nebius Group N.V.
NBIS
$24.9B
$561K 0.02%
5,000
PEG icon
469
Public Service Enterprise Group
PEG
$40.2B
$556K 0.02%
6,660
-2,612
CRWD icon
470
CrowdStrike
CRWD
$132B
$549K 0.02%
1,120
+192
TD icon
471
Toronto Dominion Bank
TD
$144B
$547K 0.02%
6,848
-347
NOG icon
472
Northern Oil and Gas
NOG
$2.33B
$546K 0.02%
22,000
-30,500
CP icon
473
Canadian Pacific Kansas City
CP
$66.6B
$545K 0.02%
7,310
-325
SRE icon
474
Sempra
SRE
$59.2B
$543K 0.02%
6,035
-158
IJK icon
475
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$542K 0.02%
5,649
-43
17 18
19
20 21