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
$289M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$791K
3
+$540K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
COST icon
Costco
COST
+$381K

Top Sells

1
+$848K
2
+$701K
3
+$629K
4
DIS icon
Walt Disney
DIS
+$171K
5
SYY icon
Sysco
SYY
+$149K

Sector Composition

1 Technology 37.75%
2 Healthcare 9.81%
3 Consumer Discretionary 9.23%
4 Consumer Staples 8.44%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.1K 0.01%
75
227
$19.6K 0.01%
170
228
$18.8K 0.01%
30
-10
229
$18.8K 0.01%
155
230
$18.5K 0.01%
654
+42
231
$18.1K 0.01%
1,714
+64
232
$18K 0.01%
1,060
233
$18K 0.01%
60
234
$17.7K 0.01%
920
235
$17.6K 0.01%
214
+3
236
$17.2K 0.01%
+50
237
$16.7K 0.01%
58
-468
238
$16.7K 0.01%
151
+1
239
$16.4K 0.01%
139
-18
240
$15.7K 0.01%
201
+1
241
$15K 0.01%
1,447
242
$14.9K 0.01%
741
+14
243
$14.7K 0.01%
71
+1
244
$14.5K 0.01%
701
245
$14.5K 0.01%
50
246
$14.4K 0.01%
55
247
$14.3K ﹤0.01%
45
248
$14.1K ﹤0.01%
160
249
$14.1K ﹤0.01%
175
250
$14K ﹤0.01%
24
8 9
10
11 12