WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$148K
2 +$126K
3 +$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1 +$2.29M
2 +$1.45M
3 +$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.3K 0.01%
335
227
$19.2K 0.01%
87
228
$19.1K 0.01%
184
+92
229
$18.9K 0.01%
134
230
$18.8K 0.01%
180
231
$18.8K 0.01%
136
232
$18.5K 0.01%
262
+150
233
$18.1K 0.01%
200
234
$18.1K 0.01%
101
235
$17.8K 0.01%
81
236
$17.5K 0.01%
200
+50
237
$17.4K 0.01%
239
238
$17.4K 0.01%
258
239
$17.4K 0.01%
332
240
$16.8K 0.01%
170
241
$16.5K 0.01%
50
242
$16.4K 0.01%
89
-17
243
$16.4K 0.01%
864
244
$16.1K 0.01%
1,009
+6
245
$15.7K 0.01%
63
246
$15.6K 0.01%
230
247
$15.4K 0.01%
292
-194
248
$15.3K 0.01%
135
249
$15.1K 0.01%
751
250
$15.1K 0.01%
155