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
476
$177 ﹤0.01%
+1
477
$176 ﹤0.01%
+5
478
$176 ﹤0.01%
+4
479
$175 ﹤0.01%
+2
480
$172 ﹤0.01%
+1
481
$172 ﹤0.01%
+2
482
$169 ﹤0.01%
+16
483
$168 ﹤0.01%
+2
484
$168 ﹤0.01%
2
-1,017
485
$165 ﹤0.01%
10
486
$163 ﹤0.01%
+2
487
$162 ﹤0.01%
+1
488
$159 ﹤0.01%
+1
489
$157 ﹤0.01%
5
+2
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$156 ﹤0.01%
+1
491
$154 ﹤0.01%
+1
492
$154 ﹤0.01%
+5
493
$151 ﹤0.01%
+1
494
$151 ﹤0.01%
+1
495
– –
0
496
$149 ﹤0.01%
10
497
$149 ﹤0.01%
+1
498
$147 ﹤0.01%
+3
499
$145 ﹤0.01%
+2
500
$145 ﹤0.01%
+1
18 19
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