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
326
$5.85K ﹤0.01%
107
+1
327
$5.81K ﹤0.01%
511
328
$5.79K ﹤0.01%
155
+9
329
$5.74K ﹤0.01%
274
330
$5.68K ﹤0.01%
40
331
$5.48K ﹤0.01%
62
-7,110
332
$5.46K ﹤0.01%
135
333
$5.35K ﹤0.01%
+77
334
$5.34K ﹤0.01%
50
335
$5.21K ﹤0.01%
124
336
$5.19K ﹤0.01%
130
337
$5.14K ﹤0.01%
+67
338
$5.12K ﹤0.01%
+1,661
339
$5.04K ﹤0.01%
24
340
$4.97K ﹤0.01%
212
-2,212
341
$4.95K ﹤0.01%
45
342
$4.91K ﹤0.01%
300
343
$4.87K ﹤0.01%
1,000
344
$4.82K ﹤0.01%
20
345
$4.75K ﹤0.01%
40
346
$4.64K ﹤0.01%
56
347
$4.38K ﹤0.01%
51
348
$4.21K ﹤0.01%
+66
349
$4.09K ﹤0.01%
200
350
$4K ﹤0.01%
276
12 13
14
15 16