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
276
$9.94K ﹤0.01%
106
277
$9.9K ﹤0.01%
83
+5
278
$9.86K ﹤0.01%
64
279
$9.83K ﹤0.01%
503
280
$9.81K ﹤0.01%
102
+26
281
$9.74K ﹤0.01%
533
282
$9.6K ﹤0.01%
71
+1
283
$9.51K ﹤0.01%
1,061
+4
284
$9.03K ﹤0.01%
190
285
$8.83K ﹤0.01%
+107
286
$8.71K ﹤0.01%
34
287
$8.61K ﹤0.01%
142
288
$8.58K ﹤0.01%
73
+8
289
$8.19K ﹤0.01%
600
290
$8.16K ﹤0.01%
263
291
$8.14K ﹤0.01%
101
292
$8.05K ﹤0.01%
206
293
$8.04K ﹤0.01%
500
294
$8.03K ﹤0.01%
50
+1
295
$7.88K ﹤0.01%
84
+1
296
$7.7K ﹤0.01%
23
297
$7.59K ﹤0.01%
101
+1
298
$7.57K ﹤0.01%
212
299
$7.5K ﹤0.01%
28
+1
300
$7.47K ﹤0.01%
621
+12
10 11
12
13 14