WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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 37.74%
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
401
$704 ﹤0.01%
3
402
$691 ﹤0.01%
39
403
$653 ﹤0.01%
10
404
$640 ﹤0.01%
50
405
$615 ﹤0.01%
4
406
$611 ﹤0.01%
+8
407
$611 ﹤0.01%
11
408
$609 ﹤0.01%
+4
409
$608 ﹤0.01%
+1
410
$594 ﹤0.01%
+30
411
$590 ﹤0.01%
+2
412
$542 ﹤0.01%
30
413
$541 ﹤0.01%
+4
414
$520 ﹤0.01%
+1
415
$516 ﹤0.01%
23
416
$515 ﹤0.01%
10
417
$509 ﹤0.01%
+8
418
$508 ﹤0.01%
+3
419
$503 ﹤0.01%
+6
420
$495 ﹤0.01%
+1
421
$489 ﹤0.01%
+1
422
$475 ﹤0.01%
+1
423
$450 ﹤0.01%
+12
424
$450 ﹤0.01%
49
425
$435 ﹤0.01%
+8
15 16
17
18 19