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
$289M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$791K
3
+$540K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
COST icon
Costco
COST
+$381K

Top Sells

1
+$848K
2
+$701K
3
+$629K
4
DIS icon
Walt Disney
DIS
+$171K
5
SYY icon
Sysco
SYY
+$149K

Sector Composition

1 Technology 37.75%
2 Healthcare 9.81%
3 Consumer Discretionary 9.23%
4 Consumer Staples 8.44%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.8%
4,464
+83
27
$2.24M 0.77%
19,717
+1,013
28
$2.23M 0.77%
30,972
+1,454
29
$2.14M 0.74%
40,240
+1,996
30
$1.78M 0.61%
8,798
-85
31
$1.77M 0.61%
8,820
-413
32
$1.76M 0.61%
44,363
+3,807
33
$1.75M 0.6%
15,335
-270
34
$1.7M 0.59%
2,752
+68
35
$1.61M 0.56%
382
-7
36
$1.46M 0.5%
3,171
+947
37
$1.2M 0.42%
8,178
+827
38
$1.19M 0.41%
7,096
+24
39
$1.18M 0.41%
4,502
+1,332
40
$1.18M 0.41%
1,239
-50
41
$1.13M 0.39%
1,940
+2
42
$1.04M 0.36%
4,236
-36
43
$1.03M 0.35%
3,705
+16
44
$985K 0.34%
13,890
+3,230
45
$886K 0.31%
6,908
-111
46
$798K 0.28%
1,673
+399
47
$781K 0.27%
2,210
+551
48
$770K 0.27%
3,730
+1,047
49
$738K 0.26%
4,142
+3
50
$724K 0.25%
2,647
+929
1
2
3 4 5