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
$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 37.75%
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
426
$408 ﹤0.01%
+2
427
$394 ﹤0.01%
+5
428
$392 ﹤0.01%
+3
429
$385 ﹤0.01%
+14
430
$374 ﹤0.01%
5
431
$370 ﹤0.01%
4
-1,851
432
$364 ﹤0.01%
+2
433
$362 ﹤0.01%
+1
434
– –
0
435
$349 ﹤0.01%
5
436
$347 ﹤0.01%
+6
437
$343 ﹤0.01%
17
438
$314 ﹤0.01%
+3
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$307 ﹤0.01%
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$300 ﹤0.01%
+7
441
$299 ﹤0.01%
+1
442
$294 ﹤0.01%
+7
443
$293 ﹤0.01%
+4
444
$290 ﹤0.01%
+1
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$282 ﹤0.01%
100
446
$272 ﹤0.01%
+1
447
$266 ﹤0.01%
+12
448
$265 ﹤0.01%
+1
449
$262 ﹤0.01%
+3
450
$261 ﹤0.01%
+1
16 17
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19 20