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
351
$3.76K ﹤0.01%
15
352
$3.7K ﹤0.01%
94
353
$3.57K ﹤0.01%
169
354
$3.54K ﹤0.01%
315
355
$3.51K ﹤0.01%
2,457
356
$3.43K ﹤0.01%
+125
357
$3.4K ﹤0.01%
293
358
$3.33K ﹤0.01%
68
359
$3.32K ﹤0.01%
621
360
$3.29K ﹤0.01%
276
361
$3K ﹤0.01%
175
+1
362
$2.97K ﹤0.01%
100
363
$2.91K ﹤0.01%
329
364
$2.85K ﹤0.01%
73
365
$2.73K ﹤0.01%
6
366
$2.56K ﹤0.01%
174
367
$2.52K ﹤0.01%
93
368
$2.5K ﹤0.01%
170
369
$2.44K ﹤0.01%
265
370
$2.42K ﹤0.01%
21
+1
371
$2.37K ﹤0.01%
+9
372
$2.22K ﹤0.01%
591
373
$2.2K ﹤0.01%
53
-20,423
374
$2.15K ﹤0.01%
+82
375
$2.04K ﹤0.01%
108
+3
13 14
15
16 17