We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $4.02B
1-Year Est. Return 32.62%
This Fund
S&P 500
This Quarter Est. Return
+2.44%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
–
Cap. Flow
+$1.53B
Cap. Flow %
100.18%
Top 10 Hldgs %
25.29%
Holding
516
New
516
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$74.5M
2
GE icon
GE Aerospace
GE
+$48.8M
3
IBM icon
IBM
IBM
+$44.2M
4
WSBC icon
WesBanco
WSBC
+$43.4M
5
AAPL icon
Apple
AAPL
+$34M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 16%
2 Financials 13.39%
3 Energy 13.08%
4 Technology 12.87%
5 Healthcare 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CELG
76
DELISTED
Celgene Corp
CELG
$5.28M 0.34%
+90,284
New +$5.43M
PRU icon
77
Prudential Financial
PRU
$42.9B
$5.2M 0.34%
+71,213
New +$4.62M
APTV icon
78
Aptiv
APTV
$10.1B
$5.11M 0.33%
+100,850
New +$4.73M
UBSI icon
79
United Bankshares
UBSI
$6.76B
$4.98M 0.33%
+188,318
New +$4.85M
KRFT
80
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$4.9M 0.32%
+87,713
New +$4.7M
SNDK
81
DELISTED
SANDISK CORP
SNDK
$4.43M 0.29%
+72,452
New +$4.13M
CRZO
82
DELISTED
Carrizo Oil & Gas Inc
CRZO
$4.38M 0.29%
+154,500
New +$4.07M
NEE icon
83
NextEra Energy
NEE
$182B
$4.33M 0.28%
+212,848
New +$4.22M
UNH icon
84
UnitedHealth
UNH
$370B
$4.33M 0.28%
+66,157
New +$4.12M
IWO icon
85
iShares Russell 2000 Growth ETF
IWO
$15B
$4.32M 0.28%
+38,700
New +$4.23M
ZBH icon
86
Zimmer Biomet
ZBH
$18.5B
$4.29M 0.28%
+59,037
New +$4.41M
PETM
87
DELISTED
PETSMART INC
PETM
$4.23M 0.28%
+63,074
New +$4.25M
MAS icon
88
Masco
MAS
$15.2B
$4.16M 0.27%
+243,065
New +$4.37M
TD icon
89
Toronto Dominion Bank
TD
$197B
$4.14M 0.27%
+103,012
New +$4.15M
FMC icon
90
FMC
FMC
$1.32B
$4.12M 0.27%
+77,810
New +$4.1M
DE icon
91
Deere & Co
DE
$167B
$4.11M 0.27%
+50,603
New +$4.37M
DUK icon
92
Duke Energy
DUK
$96.9B
$4.07M 0.27%
+60,288
New +$4.26M
PM icon
93
Philip Morris
PM
$291B
$4M 0.26%
+46,237
New +$4.3M
MON
94
DELISTED
Monsanto Co
MON
$3.89M 0.25%
+39,334
New +$4.12M
ESRX
95
DELISTED
Express Scripts Holding Company
ESRX
$3.88M 0.25%
+62,895
New +$3.79M
RDS.A
96
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$3.88M 0.25%
+60,749
New +$4.02M
SO icon
97
Southern Company
SO
$107B
$3.81M 0.25%
+86,458
New +$3.98M
WMT icon
98
Walmart Inc
WMT
$888B
$3.8M 0.25%
+153,144
New +$3.92M
PCP
99
DELISTED
PRECISION CASTPARTS CORP
PCP
$3.75M 0.24%
+16,578
New +$3.36M
AGN
100
DELISTED
Allergan plc
AGN
$3.66M 0.24%
+28,990
New +$3.28M
2 3
4
5 6

Similar funds

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

WesBanco Bank's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for WesBanco Bank, which disclosed 516 positions worth $1.53B. Its ten largest holdings account for 25% of the portfolio.

Its largest position is ExxonMobil: 828,384 shares worth $74.8M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, followed by Financials and Energy.

  • WesBanco Bank's largest Q2 2013 buy was ExxonMobil: 828,384 shares worth $74.8M.
  • WesBanco Bank's ten largest holdings make up 25% of its $1.53B portfolio in Q2 2013.
  • WesBanco Bank disclosed 516 positions in Q2 2013, its first 13F filing on record.

Based on WesBanco Bank's 13F filing for Q2 2013, filed 14 Aug 2013.