WB

WesBanco Bank Portfolio holdings

AUM $3.37B
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.15M
3
+$5.08M
4
META icon
Meta Platforms (Facebook)
META
+$3.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.6M

Top Sells

1
+$9.19M
2
+$8.57M
3
+$7.78M
4
AMGN icon
Amgen
AMGN
+$7.65M
5
BMY icon
Bristol-Myers Squibb
BMY
+$6.38M

Sector Composition

1 Technology 21.17%
2 Financials 12.84%
3 Healthcare 12.67%
4 Industrials 8.2%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$177M 6.7%
1,013,081
-11,852
2
$86.8M 3.29%
281,437
-940
3
$72.3M 2.74%
2,104,521
-267,392
4
$59.2M 2.24%
362,900
-14,100
5
$50M 1.89%
793,970
-59,250
6
$48.9M 1.85%
351,540
-18,000
7
$43.2M 1.63%
316,645
+2,369
8
$42M 1.59%
236,814
+406
9
$40.8M 1.55%
250,785
+6,429
10
$39.4M 1.49%
477,268
-4,071
11
$36.1M 1.37%
70,763
-9,335
12
$35.9M 1.36%
195,917
-1,634
13
$34.8M 1.32%
423,860
-696
14
$32.1M 1.21%
209,835
-1,698
15
$28.4M 1.07%
133,611
+9,241
16
$28.3M 1.07%
94,472
-1,637
17
$27.9M 1.05%
350,168
+10,794
18
$27.6M 1.05%
77,359
-5,263
19
$27.3M 1.03%
163,109
-5,220
20
$26.7M 1.01%
249,071
+28,390
21
$26.5M 1%
119,280
+16,622
22
$26.2M 0.99%
358,110
-87,373
23
$24M 0.91%
175,285
+5,540
24
$23.4M 0.89%
230,964
-17,968
25
$21M 0.8%
212,088
-7,210
1
2 3 4 5