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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.89K ﹤0.01%
35
327
$5.76K ﹤0.01%
75
328
$5.71K ﹤0.01%
228
+42
329
$5.68K ﹤0.01%
104
330
$5.56K ﹤0.01%
536
+7
331
$5.51K ﹤0.01%
35
332
$5.46K ﹤0.01%
300
333
$5.44K ﹤0.01%
116
334
$5.34K ﹤0.01%
49
335
$5.27K ﹤0.01%
151
336
$5.24K ﹤0.01%
190
337
$5.24K ﹤0.01%
423
338
$5.17K ﹤0.01%
469
339
$5.06K ﹤0.01%
274
340
$5.02K ﹤0.01%
212
341
$5K ﹤0.01%
40
342
$5K ﹤0.01%
+215
343
$4.96K ﹤0.01%
16
344
$4.95K ﹤0.01%
111
345
$4.91K ﹤0.01%
31
346
$4.89K ﹤0.01%
106
347
$4.89K ﹤0.01%
600
348
$4.84K ﹤0.01%
94
349
$4.78K ﹤0.01%
181
350
$4.76K ﹤0.01%
27
12 13
14
15 16