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
401
$1.84K ﹤0.01%
45
402
$1.83K ﹤0.01%
174
403
$1.63K ﹤0.01%
100
404
$1.46K ﹤0.01%
15
405
$1.44K ﹤0.01%
27
406
$1.38K ﹤0.01%
169
407
$1.24K ﹤0.01%
1,329
408
$1.2K ﹤0.01%
107
-950
409
$1.19K ﹤0.01%
42
410
$1.13K ﹤0.01%
4
411
$1.13K ﹤0.01%
51
412
$1.04K ﹤0.01%
18
-27
413
$1.04K ﹤0.01%
23
-67
414
$1.03K ﹤0.01%
214
415
$1.03K ﹤0.01%
591
416
$980 ﹤0.01%
10
417
$977 ﹤0.01%
4
418
$970 ﹤0.01%
2
419
$925 ﹤0.01%
25
420
$893 ﹤0.01%
47
421
$890 ﹤0.01%
10
422
$829 ﹤0.01%
4
423
$807 ﹤0.01%
39
424
$776 ﹤0.01%
100
425
$758 ﹤0.01%
47
15 16
17
18 19