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
$144M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.74M
3
+$1.37M
4
META icon
Meta Platforms (Facebook)
META
+$1.03M
5
JNJ icon
Johnson & Johnson
JNJ
+$972K

Top Sells

1
+$2.35M
2
+$1.52M
3
+$1.44M
4
BAP icon
Credicorp
BAP
+$1.37M
5
BAX icon
Baxter International
BAX
+$1.31M

Sector Composition

1 Technology 21.91%
2 Communication Services 13.35%
3 Industrials 12.62%
4 Financials 10.87%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.3%
26,819
+9,976
27
$1.87M 1.3%
9,461
+1,733
28
$1.48M 1.03%
8,174
-716
29
$1.44M 1%
10,551
+1,583
30
$1.38M 0.96%
5,706
-21
31
$1.37M 0.95%
4,228
+186
32
$1.37M 0.95%
+34,518
33
$1.27M 0.89%
7,827
-1,198
34
$1.26M 0.88%
35,897
+24,732
35
$1.23M 0.86%
14,179
+1,987
36
$1.22M 0.85%
23,006
+6,288
37
$1.2M 0.84%
585
-36
38
$1.18M 0.82%
12,556
-6,856
39
$1.02M 0.71%
12,366
-9,175
40
$1M 0.7%
9,089
-120
41
$920K 0.64%
1,830
-116
42
$897K 0.62%
10,481
-1,036
43
$886K 0.62%
2,966
+2,225
44
$884K 0.62%
5,183
-1,121
45
$830K 0.58%
43,196
-29,609
46
$811K 0.56%
18,044
+897
47
$806K 0.56%
15,227
-9,456
48
$791K 0.55%
3,711
-6,449
49
$788K 0.55%
24,360
-24,690
50
$778K 0.54%
8,252
-3,901
1
2
3 4