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
576
$55 ﹤0.01%
+1
577
$53 ﹤0.01%
+3
578
$52 ﹤0.01%
+2
579
$51 ﹤0.01%
+3
580
$51 ﹤0.01%
+5
581
– –
0
582
$50 ﹤0.01%
+1
583
$47 ﹤0.01%
+3
584
$46 ﹤0.01%
+2
585
$46 ﹤0.01%
2
-2
586
– –
0
587
$45 ﹤0.01%
+1
588
$45 ﹤0.01%
+1
589
$45 ﹤0.01%
+1
590
– –
0
591
$44 ﹤0.01%
+1
592
– –
0
593
– –
0
594
$42 ﹤0.01%
+1
595
– –
0
596
– –
0
597
$42 ﹤0.01%
+1
598
– –
0
599
– –
0
600
$40 ﹤0.01%
3
22 23
24
25 26