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
$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
276
$9.06K ﹤0.01%
13
277
$8.87K ﹤0.01%
500
-420
278
$8.8K ﹤0.01%
64
279
$8.76K ﹤0.01%
107
280
$8.74K ﹤0.01%
49
281
$8.62K ﹤0.01%
142
282
$8.61K ﹤0.01%
70
-1
283
$8.4K ﹤0.01%
600
284
$8.16K ﹤0.01%
2,000
285
$8.09K ﹤0.01%
31
286
$8.07K ﹤0.01%
+167
287
$8K ﹤0.01%
255
288
$7.99K ﹤0.01%
+100
289
$7.96K ﹤0.01%
102
290
$7.92K ﹤0.01%
239
291
$7.91K ﹤0.01%
186
292
$7.9K ﹤0.01%
101
293
$7.87K ﹤0.01%
75
294
$7.82K ﹤0.01%
66
+64
295
$7.71K ﹤0.01%
28
296
$7.69K ﹤0.01%
34
297
$7.62K ﹤0.01%
212
298
$7.56K ﹤0.01%
23
299
$7.5K ﹤0.01%
35
300
$7.5K ﹤0.01%
+133
10 11
12
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