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
426
$727 ﹤0.01%
10
427
$720 ﹤0.01%
7
-3,860
428
$676 ﹤0.01%
2
429
$673 ﹤0.01%
1
430
$655 ﹤0.01%
37
+20
431
$634 ﹤0.01%
15
432
$627 ﹤0.01%
1
433
$617 ﹤0.01%
104
434
$589 ﹤0.01%
28
435
$577 ﹤0.01%
16
436
$576 ﹤0.01%
3
437
$538 ﹤0.01%
4
438
$538 ﹤0.01%
16
-184
439
$519 ﹤0.01%
11
440
$515 ﹤0.01%
50
441
$499 ﹤0.01%
3
442
$466 ﹤0.01%
1
443
$445 ﹤0.01%
10
444
$440 ﹤0.01%
8
445
$436 ﹤0.01%
5
446
$422 ﹤0.01%
2
447
$404 ﹤0.01%
+16
448
$372 ﹤0.01%
14
449
$369 ﹤0.01%
5
450
$363 ﹤0.01%
2
-1
16 17
18
19 20