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
376
$3.16K ﹤0.01%
96
377
$3.15K ﹤0.01%
+318
378
$3.09K ﹤0.01%
200
379
$3.05K ﹤0.01%
170
380
$3.05K ﹤0.01%
48
-14
381
$3.04K ﹤0.01%
329
382
$2.92K ﹤0.01%
276
383
$2.92K ﹤0.01%
+52
384
$2.86K ﹤0.01%
73
385
$2.82K ﹤0.01%
+17
386
$2.71K ﹤0.01%
24
387
$2.7K ﹤0.01%
621
388
$2.55K ﹤0.01%
293
389
$2.54K ﹤0.01%
265
390
$2.47K ﹤0.01%
124
391
$2.31K ﹤0.01%
9
392
$2.2K ﹤0.01%
100
393
$2.12K ﹤0.01%
+64
394
$2.08K ﹤0.01%
21
395
$2.07K ﹤0.01%
82
396
$2.05K ﹤0.01%
500
397
$2.03K ﹤0.01%
150
398
$2.01K ﹤0.01%
103
399
$1.96K ﹤0.01%
20
-646
400
$1.89K ﹤0.01%
+16
14 15
16
17 18