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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$183K
2 +$98.5K
3 +$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$6.24K ﹤0.01%
35
327
$6.14K ﹤0.01%
39
328
$6.1K ﹤0.01%
27
329
$6.02K ﹤0.01%
78
330
$6.01K ﹤0.01%
+621
331
$5.98K ﹤0.01%
100
332
$5.94K ﹤0.01%
559
+12
333
$5.89K ﹤0.01%
130
334
$5.83K ﹤0.01%
70
335
$5.71K ﹤0.01%
50
336
$5.65K ﹤0.01%
106
337
$5.59K ﹤0.01%
215
338
$5.57K ﹤0.01%
558
339
$5.36K ﹤0.01%
49
340
$5.33K ﹤0.01%
151
341
$5.22K ﹤0.01%
111
342
$5.15K ﹤0.01%
274
343
$5.14K ﹤0.01%
+315
344
$5.14K ﹤0.01%
16
345
$5.13K ﹤0.01%
+359
346
$5.07K ﹤0.01%
186
347
$5.04K ﹤0.01%
+11
348
$5K ﹤0.01%
125
349
$5K ﹤0.01%
+98
350
$5K ﹤0.01%
100