WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+5.3%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$313M
AUM Growth
+$24.3M
(+8.4%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
58.11%
Holding
653
New
28
Increased
99
Reduced
76
Closed
85
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$1.22M |
| 2 |
Tesla
TSLA
|
$1.07M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$922K |
| 4 |
Netflix
NFLX
|
$579K |
| 5 |
Broadcom
AVGO
|
$578K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$202K |
| 2 |
Johnson & Johnson
JNJ
|
$196K |
| 3 |
AbbVie
ABBV
|
$156K |
| 4 |
Danaher
DHR
|
$152K |
| 5 |
Moog
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% |
