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
376
$2.38K ﹤0.01%
170
377
$2.37K ﹤0.01%
169
378
$2.29K ﹤0.01%
265
379
$2.23K ﹤0.01%
124
-51
380
$2.16K ﹤0.01%
150
381
$2.16K ﹤0.01%
45
382
$2.15K ﹤0.01%
500
-1,518
383
$2.11K ﹤0.01%
174
384
$2.1K ﹤0.01%
82
385
$2K ﹤0.01%
+16
386
$1.98K ﹤0.01%
100
-8
387
$1.98K ﹤0.01%
53
388
$1.83K ﹤0.01%
591
389
$1.81K ﹤0.01%
1,329
390
$1.8K ﹤0.01%
214
-1,233
391
$1.75K ﹤0.01%
42
-59
392
$1.71K ﹤0.01%
22
+19
393
$1.63K ﹤0.01%
15
394
$1.58K ﹤0.01%
150
395
$1.51K ﹤0.01%
+25
396
$1.45K ﹤0.01%
27
397
$1.31K ﹤0.01%
+48
398
$1.16K ﹤0.01%
51
399
$1.08K ﹤0.01%
10
400
$1.01K ﹤0.01%
47
14 15
16
17 18