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
451
$329 ﹤0.01%
12
452
$327 ﹤0.01%
+2
453
$324 ﹤0.01%
6
454
$324 ﹤0.01%
1
-22
455
$317 ﹤0.01%
1
456
$304 ﹤0.01%
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457
$301 ﹤0.01%
1
458
$292 ﹤0.01%
4
459
$278 ﹤0.01%
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460
$270 ﹤0.01%
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$269 ﹤0.01%
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$269 ﹤0.01%
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$258 ﹤0.01%
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-2
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$247 ﹤0.01%
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467
$246 ﹤0.01%
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468
$241 ﹤0.01%
6
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$240 ﹤0.01%
3
470
$226 ﹤0.01%
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471
$223 ﹤0.01%
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472
$215 ﹤0.01%
1
473
$208 ﹤0.01%
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474
$207 ﹤0.01%
1
475
$203 ﹤0.01%
5
17 18
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