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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.31K ﹤0.01%
51
327
$6.07K ﹤0.01%
274
328
$6.03K ﹤0.01%
251
+215
329
$6.01K ﹤0.01%
+68
330
$5.71K ﹤0.01%
50
331
$5.7K ﹤0.01%
185
332
$5.62K ﹤0.01%
75
333
$5.6K ﹤0.01%
23
334
$5.56K ﹤0.01%
80
+78
335
$5.56K ﹤0.01%
24
336
$5.44K ﹤0.01%
44
337
$5.43K ﹤0.01%
40
338
$5.42K ﹤0.01%
78
339
$5.41K ﹤0.01%
511
340
$5.38K ﹤0.01%
+154
341
$5.29K ﹤0.01%
15
-1,000
342
$5.11K ﹤0.01%
+58
343
$5.11K ﹤0.01%
50
344
$5.1K ﹤0.01%
+135
345
$5.07K ﹤0.01%
170
346
$5.07K ﹤0.01%
30
347
$4.99K ﹤0.01%
83
348
$4.94K ﹤0.01%
318
349
$4.9K ﹤0.01%
41
350
$4.87K ﹤0.01%
51
12 13
14
15 16