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
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$570 ﹤0.01%
1
427
$569 ﹤0.01%
3
+1
428
$566 ﹤0.01%
+14
429
$540 ﹤0.01%
1
430
$536 ﹤0.01%
6
431
$530 ﹤0.01%
7
432
$526 ﹤0.01%
4
433
$517 ﹤0.01%
3
434
$474 ﹤0.01%
1
435
$444 ﹤0.01%
3
436
$436 ﹤0.01%
1
437
$431 ﹤0.01%
100
438
$423 ﹤0.01%
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7
-1,000
440
$409 ﹤0.01%
5
441
$394 ﹤0.01%
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442
$392 ﹤0.01%
17
443
$386 ﹤0.01%
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$385 ﹤0.01%
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$384 ﹤0.01%
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$373 ﹤0.01%
2
447
$372 ﹤0.01%
5
448
$367 ﹤0.01%
10
449
$361 ﹤0.01%
1
450
$357 ﹤0.01%
3
16 17
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19 20