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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.32K ﹤0.01%
11
402
$1.29K ﹤0.01%
51
403
$1.16K ﹤0.01%
49
404
$1.08K ﹤0.01%
24
-243
405
$1.08K ﹤0.01%
129
406
$1.08K ﹤0.01%
150
407
$1K ﹤0.01%
5
408
$998 ﹤0.01%
10
409
$831 ﹤0.01%
24
-51
410
$801 ﹤0.01%
28
411
$721 ﹤0.01%
30
412
$648 ﹤0.01%
100
413
$636 ﹤0.01%
50
414
$626 ﹤0.01%
21
415
$584 ﹤0.01%
100
416
$539 ﹤0.01%
12
417
$535 ﹤0.01%
38
418
$518 ﹤0.01%
9
419
$512 ﹤0.01%
10
420
$510 ﹤0.01%
31
421
$490 ﹤0.01%
10
422
$475 ﹤0.01%
5
423
$417 ﹤0.01%
4
424
$408 ﹤0.01%
21
425
$358 ﹤0.01%
3
15 16
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18 19