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
426
$339 ﹤0.01%
5
427
$333 ﹤0.01%
24
+1
428
$329 ﹤0.01%
10
429
$314 ﹤0.01%
11
430
$311 ﹤0.01%
100
431
$305 ﹤0.01%
4
432
$292 ﹤0.01%
6
433
$280 ﹤0.01%
+14
434
$266 ﹤0.01%
7
435
$265 ﹤0.01%
10
436
$225 ﹤0.01%
121
437
$213 ﹤0.01%
26
438
$204 ﹤0.01%
5
439
$202 ﹤0.01%
8
440
$199 ﹤0.01%
3
441
$198 ﹤0.01%
50
442
$196 ﹤0.01%
50
443
$166 ﹤0.01%
36
+6
444
$159 ﹤0.01%
7
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$137 ﹤0.01%
10
446
$121 ﹤0.01%
4
447
$120 ﹤0.01%
3
448
$97 ﹤0.01%
3
449
$86 ﹤0.01%
5
450
$85 ﹤0.01%
10
16 17
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19 20