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
451
$361 ﹤0.01%
23
452
$353 ﹤0.01%
5
453
$348 ﹤0.01%
4
454
$347 ﹤0.01%
3
455
$344 ﹤0.01%
3
456
$337 ﹤0.01%
6
457
$325 ﹤0.01%
100
458
$315 ﹤0.01%
10
459
$293 ﹤0.01%
7
460
$290 ﹤0.01%
1
461
$289 ﹤0.01%
7
462
$277 ﹤0.01%
1
463
$276 ﹤0.01%
4
464
$255 ﹤0.01%
1
465
$255 ﹤0.01%
1
466
$235 ﹤0.01%
6
467
$234 ﹤0.01%
1
468
$232 ﹤0.01%
7
469
$218 ﹤0.01%
1
470
$214 ﹤0.01%
5
471
$201 ﹤0.01%
2
472
$201 ﹤0.01%
50
473
$199 ﹤0.01%
1
474
$194 ﹤0.01%
3
475
$187 ﹤0.01%
3
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