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
251
$13.9K ﹤0.01%
400
252
$13.4K ﹤0.01%
205
+1
253
$12.9K ﹤0.01%
28
254
$11.8K ﹤0.01%
500
255
$11.7K ﹤0.01%
135
256
$11.6K ﹤0.01%
113
257
$11.3K ﹤0.01%
30
258
$11.2K ﹤0.01%
+83
259
$11K ﹤0.01%
63
-21
260
$11K ﹤0.01%
281
261
$10.8K ﹤0.01%
2,018
262
$10.8K ﹤0.01%
1,000
263
$10.8K ﹤0.01%
50
-27
264
$10.6K ﹤0.01%
504
265
$10.6K ﹤0.01%
100
+30
266
$10.5K ﹤0.01%
142
+2
267
$10.5K ﹤0.01%
447
+105
268
$10.5K ﹤0.01%
40
269
$10.3K ﹤0.01%
+350
270
$10.3K ﹤0.01%
239
271
$10.3K ﹤0.01%
170
272
$10.3K ﹤0.01%
39
273
$10.2K ﹤0.01%
907
+5
274
$10.1K ﹤0.01%
115
275
$10K ﹤0.01%
2,000
9 10
11
12 13