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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1%
34,106
+229
27
$1.56M 0.96%
14,226
+13
28
$1.53M 0.95%
24,119
+212
29
$1.31M 0.81%
39,526
-299
30
$1.28M 0.79%
3,792
-122
31
$1.27M 0.79%
14,640
-1,707
32
$1.13M 0.7%
2,053
33
$1.12M 0.69%
5,410
+14
34
$1.1M 0.68%
1,555
+5
35
$1.09M 0.67%
9,325
-9
36
$1.06M 0.65%
2,890
+1
37
$1.02M 0.63%
9,449
+2
38
$980K 0.61%
2,013
39
$970K 0.6%
7,875
-564
40
$954K 0.59%
3,993
+13
41
$818K 0.51%
4,559
+4
42
$814K 0.5%
404
43
$793K 0.49%
22,675
-1,458
44
$640K 0.4%
1,402
+1
45
$629K 0.39%
4,339
46
$557K 0.34%
5,064
-211
47
$500K 0.31%
15,652
+94
48
$499K 0.31%
5,628
-158
49
$472K 0.29%
6,177
-53
50
$426K 0.26%
10,305
+3
1
2
3 4 5