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
376
$2.03K ﹤0.01%
150
377
$2.03K ﹤0.01%
45
378
$1.94K ﹤0.01%
24
379
$1.9K ﹤0.01%
103
+3
380
$1.65K ﹤0.01%
17
+6
381
$1.61K ﹤0.01%
+15
382
$1.55K ﹤0.01%
150
383
$1.44K ﹤0.01%
51
384
$1.32K ﹤0.01%
27
+3
385
$1.2K ﹤0.01%
145
386
$1.1K ﹤0.01%
23
-81
387
$1.02K ﹤0.01%
+4
388
$1.01K ﹤0.01%
47
389
$971 ﹤0.01%
1,329
390
$931 ﹤0.01%
+2
391
$894 ﹤0.01%
10
392
$893 ﹤0.01%
+4
393
$841 ﹤0.01%
+36
394
$824 ﹤0.01%
+4
395
$822 ﹤0.01%
47
396
$810 ﹤0.01%
+1
397
$770 ﹤0.01%
104
398
$758 ﹤0.01%
100
399
$727 ﹤0.01%
28
400
$716 ﹤0.01%
16
+2
14 15
16
17 18