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
501
$142 ﹤0.01%
+13
502
$140 ﹤0.01%
+1
503
$139 ﹤0.01%
+2
504
$137 ﹤0.01%
+1
505
$137 ﹤0.01%
+3
506
$136 ﹤0.01%
+1
507
$134 ﹤0.01%
+1
508
$132 ﹤0.01%
+1
509
$131 ﹤0.01%
+1
510
$129 ﹤0.01%
12
511
$128 ﹤0.01%
+4
512
$125 ﹤0.01%
+1
513
$125 ﹤0.01%
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514
$124 ﹤0.01%
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515
$124 ﹤0.01%
+3
516
$123 ﹤0.01%
+1
517
$123 ﹤0.01%
+2
518
$122 ﹤0.01%
4
519
– –
-128
520
$122 ﹤0.01%
+29
521
$121 ﹤0.01%
50
522
$120 ﹤0.01%
+2
523
$118 ﹤0.01%
+8
524
$118 ﹤0.01%
+1
525
$117 ﹤0.01%
+5
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