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
$135M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.43M
3
+$1.36M
4
BAX icon
Baxter International
BAX
+$1.31M
5
AYR
Aircastle Ltd
AYR
+$1.27M

Top Sells

1
+$1.26M
2
+$846K
3
+$815K
4
JNJ icon
Johnson & Johnson
JNJ
+$788K
5
LYB icon
LyondellBasell Industries
LYB
+$750K

Sector Composition

1 Technology 21.8%
2 Industrials 16.48%
3 Communication Services 12.94%
4 Healthcare 10%
5 Financials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.11%
11,540
-6,088
27
$1.47M 1.09%
8,556
-730
28
$1.44M 1.07%
10,359
+4,668
29
$1.44M 1.07%
8,890
-665
30
$1.41M 1.05%
10,847
-524
31
$1.36M 1.01%
72,805
+27,566
32
$1.34M 0.99%
9,025
+5,417
33
$1.31M 0.97%
49,050
+31,380
34
$1.31M 0.97%
+10,420
35
$1.29M 0.96%
24,683
+1,143
36
$1.28M 0.95%
12,374
+6,250
37
$1.23M 0.91%
8,968
+6,455
38
$1.22M 0.9%
621
-35
39
$1.21M 0.89%
4,042
-31
40
$1.19M 0.88%
16,843
+1,301
41
$1.19M 0.88%
+18,727
42
$1.15M 0.85%
+8,859
43
$1.11M 0.82%
5,727
+735
44
$1.06M 0.78%
5,929
-527
45
$1.04M 0.77%
12,153
+1,368
46
$1.02M 0.75%
9,209
-1,597
47
$1.02M 0.75%
6,304
-441
48
$979K 0.73%
+12,192
49
$920K 0.68%
16,718
+118
50
$914K 0.68%
11,517
+1,284
1
2
3 4 5