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
301
$7.42K ﹤0.01%
+255
302
$7.41K ﹤0.01%
44
303
$7.34K ﹤0.01%
49
304
$7.22K ﹤0.01%
31
+1
305
$7.16K ﹤0.01%
86
306
$7.12K ﹤0.01%
85
307
$7.08K ﹤0.01%
186
308
$7.03K ﹤0.01%
50
309
$6.93K ﹤0.01%
35
310
$6.91K ﹤0.01%
13
311
$6.88K ﹤0.01%
170
312
$6.75K ﹤0.01%
101
313
$6.63K ﹤0.01%
75
314
$6.38K ﹤0.01%
35
315
$6.36K ﹤0.01%
111
316
$6.34K ﹤0.01%
318
317
$6.34K ﹤0.01%
23
+1
318
$6.27K ﹤0.01%
125
319
$6.2K ﹤0.01%
84
+3
320
$6.17K ﹤0.01%
26
+16
321
$6.08K ﹤0.01%
102
+4
322
$6.04K ﹤0.01%
132
-889
323
$5.97K ﹤0.01%
30
324
$5.97K ﹤0.01%
+185
325
$5.93K ﹤0.01%
200
11 12
13
14 15