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
351
$3.9K ﹤0.01%
40
352
$3.65K ﹤0.01%
293
353
$3.45K ﹤0.01%
73
354
$3.37K ﹤0.01%
+96
355
$3.17K ﹤0.01%
125
356
$3.01K ﹤0.01%
68
357
$3K ﹤0.01%
21
358
$3K ﹤0.01%
315
359
$2.96K ﹤0.01%
329
360
$2.93K ﹤0.01%
276
361
$2.87K ﹤0.01%
+50
362
$2.83K ﹤0.01%
+19
363
$2.81K ﹤0.01%
+38
364
$2.81K ﹤0.01%
6
365
$2.7K ﹤0.01%
2,457
366
$2.62K ﹤0.01%
+16
367
$2.59K ﹤0.01%
45
-41
368
$2.58K ﹤0.01%
24
369
$2.57K ﹤0.01%
103
370
$2.56K ﹤0.01%
+13
371
$2.54K ﹤0.01%
30
-70
372
$2.52K ﹤0.01%
93
373
$2.5K ﹤0.01%
100
374
$2.5K ﹤0.01%
+12
375
$2.43K ﹤0.01%
9
13 14
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16 17