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
351
$4.86K ﹤0.01%
35
352
$4.73K ﹤0.01%
1,661
353
$4.65K ﹤0.01%
1,000
354
$4.58K ﹤0.01%
575
355
$4.56K ﹤0.01%
+26
356
$4.53K ﹤0.01%
66
357
$4.5K ﹤0.01%
56
-513
358
$4.27K ﹤0.01%
300
359
$4.22K ﹤0.01%
+250
360
$4.12K ﹤0.01%
35
361
$3.97K ﹤0.01%
30
362
$3.96K ﹤0.01%
+55
363
$3.91K ﹤0.01%
276
364
$3.86K ﹤0.01%
+48
365
$3.81K ﹤0.01%
+22
366
$3.7K ﹤0.01%
40
367
$3.61K ﹤0.01%
15
368
$3.58K ﹤0.01%
68
369
$3.48K ﹤0.01%
94
370
$3.45K ﹤0.01%
130
371
$3.42K ﹤0.01%
315
372
$3.39K ﹤0.01%
2,457
373
$3.28K ﹤0.01%
60
+59
374
$3.27K ﹤0.01%
+22
375
$3.24K ﹤0.01%
125
13 14
15
16 17