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
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.55K ﹤0.01%
51
327
$5.43K ﹤0.01%
35
328
$5.38K ﹤0.01%
185
329
$5.28K ﹤0.01%
40
330
$5.27K ﹤0.01%
83
-1
331
$5.23K ﹤0.01%
130
332
$5.23K ﹤0.01%
575
+526
333
$5.19K ﹤0.01%
511
334
$5.05K ﹤0.01%
24
335
$4.98K ﹤0.01%
50
336
$4.96K ﹤0.01%
155
337
$4.89K ﹤0.01%
66
338
$4.84K ﹤0.01%
41
-4
339
$4.74K ﹤0.01%
+272
340
$4.69K ﹤0.01%
62
341
$4.69K ﹤0.01%
1,000
342
$4.42K ﹤0.01%
621
343
$4.29K ﹤0.01%
300
344
$4.27K ﹤0.01%
200
345
$4.23K ﹤0.01%
+116
346
$4.22K ﹤0.01%
15
347
$4.08K ﹤0.01%
276
348
$4.05K ﹤0.01%
1,661
349
$3.96K ﹤0.01%
90
+67
350
$3.95K ﹤0.01%
94
12 13
14
15 16