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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$179 ﹤0.01%
4
477
$176 ﹤0.01%
30
478
$173 ﹤0.01%
1
479
$169 ﹤0.01%
1
480
$168 ﹤0.01%
1
481
$165 ﹤0.01%
26
482
$165 ﹤0.01%
2
483
$161 ﹤0.01%
16
484
$161 ﹤0.01%
50
485
$160 ﹤0.01%
29
486
$158 ﹤0.01%
1
487
$157 ﹤0.01%
2
488
$157 ﹤0.01%
5
489
$147 ﹤0.01%
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$146 ﹤0.01%
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$145 ﹤0.01%
+27
492
$144 ﹤0.01%
1
493
$140 ﹤0.01%
1
494
$139 ﹤0.01%
3
495
$139 ﹤0.01%
1
496
$138 ﹤0.01%
1
497
– –
0
498
$136 ﹤0.01%
3
499
$136 ﹤0.01%
1
500
$131 ﹤0.01%
1
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