WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Quarter Est. Return
1 Year Est. Return
+27.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$853K
2 +$732K
3 +$702K
4
PLTR icon
Palantir
PLTR
+$410K
5
TSLA icon
Tesla
TSLA
+$386K

Top Sells

1 +$313K
2 +$306K
3 +$268K
4
ACN icon
Accenture
ACN
+$246K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMI icon
276
Kinder Morgan
KMI
$61B
$10.3K ﹤0.01%
363
NKE icon
277
Nike
NKE
$95.6B
$10.1K ﹤0.01%
145
+97
AWK icon
278
American Water Works
AWK
$26B
$10K ﹤0.01%
72
BURL icon
279
Burlington
BURL
$19.3B
$9.93K ﹤0.01%
39
SRE icon
280
Sempra
SRE
$59.8B
$9.9K ﹤0.01%
110
BSCQ icon
281
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$9.83K ﹤0.01%
503
GGG icon
282
Graco
GGG
$14.5B
$9.77K ﹤0.01%
115
MDT icon
283
Medtronic
MDT
$127B
$9.76K ﹤0.01%
103
+1
GVA icon
284
Granite Construction
GVA
$5.28B
$9.65K ﹤0.01%
88
LW icon
285
Lamb Weston
LW
$6.1B
$9.64K ﹤0.01%
166
IVOL icon
286
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$485M
$9.64K ﹤0.01%
500
PODD icon
287
Insulet
PODD
$20.2B
$9.57K ﹤0.01%
31
BDX icon
288
Becton Dickinson
BDX
$59.4B
$9.51K ﹤0.01%
51
DD icon
289
DuPont de Nemours
DD
$18.2B
$9.35K ﹤0.01%
287
CRWD icon
290
CrowdStrike
CRWD
$115B
$9.32K ﹤0.01%
19
+4
POOL icon
291
Pool Corp
POOL
$9.97B
$9.3K ﹤0.01%
30
-23
SUI icon
292
Sun Communities
SUI
$15.7B
$9.03K ﹤0.01%
70
YUM icon
293
Yum! Brands
YUM
$44.7B
$8.82K ﹤0.01%
58
BG icon
294
Bunge Global
BG
$21B
$8.54K ﹤0.01%
105
+1
GEHC icon
295
GE HealthCare
GEHC
$37.6B
$8.34K ﹤0.01%
111
BTG icon
296
B2Gold
BTG
$6.19B
$8.22K ﹤0.01%
1,661
FDS icon
297
Factset
FDS
$10.7B
$8.02K ﹤0.01%
28
EPD icon
298
Enterprise Products Partners
EPD
$70.6B
$7.97K ﹤0.01%
255
MAIN icon
299
Main Street Capital
MAIN
$5.75B
$7.95K ﹤0.01%
125
SCI icon
300
Service Corp International
SCI
$11.5B
$7.74K ﹤0.01%
93