WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.3K ﹤0.01%
135
-4
252
$12.1K ﹤0.01%
100
+27
253
$12K ﹤0.01%
902
-5
254
$11.8K ﹤0.01%
500
255
$11.7K ﹤0.01%
63
256
$11.5K ﹤0.01%
55
257
$11.3K ﹤0.01%
50
+30
258
$11.3K ﹤0.01%
50
259
$11.1K ﹤0.01%
39
260
$10.8K ﹤0.01%
135
261
$10.8K ﹤0.01%
142
262
$10.4K ﹤0.01%
113
263
$10.4K ﹤0.01%
280
-1
264
$10.4K ﹤0.01%
1,000
265
$10.3K ﹤0.01%
447
266
$10.2K ﹤0.01%
30
267
$10.2K ﹤0.01%
83
268
$9.86K ﹤0.01%
1,057
-4
269
$9.77K ﹤0.01%
503
270
$9.69K ﹤0.01%
115
271
$9.51K ﹤0.01%
40
272
$9.49K ﹤0.01%
190
273
$9.49K ﹤0.01%
350
274
$9.2K ﹤0.01%
533
275
$9.13K ﹤0.01%
15
-15
9 10
11
12 13