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
$135M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$367K
3
+$318K
4
PYPL icon
PayPal
PYPL
+$261K
5
CRM icon
Salesforce
CRM
+$231K

Top Sells

1
+$1.74M
2
+$986K
3
+$521K
4
PFGC icon
Performance Food Group
PFGC
+$479K
5
GLW icon
Corning
GLW
+$378K

Sector Composition

1 Technology 24.11%
2 Industrials 11.41%
3 Financials 11.13%
4 Consumer Discretionary 10.64%
5 Communication Services 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.49%
17,820
-26,350
52
$660K 0.49%
7,273
-426
53
$630K 0.47%
24,837
+3,386
54
$619K 0.46%
3,675
-16
55
$587K 0.44%
5,281
-14
56
$570K 0.42%
3,233
-210
57
$544K 0.4%
9,943
-480
58
$504K 0.37%
8,353
-505
59
$503K 0.37%
5,084
+1,784
60
$460K 0.34%
5,988
-105
61
$457K 0.34%
7,368
-5
62
$453K 0.34%
4,661
63
$447K 0.33%
6,090
+261
64
$431K 0.32%
6,936
-284
65
$431K 0.32%
3,789
+33
66
$415K 0.31%
3,401
-1,836
67
$366K 0.27%
1,700
-24
68
$364K 0.27%
8,296
69
$350K 0.26%
8,682
+237
70
$343K 0.25%
5,740
-520
71
$312K 0.23%
10,586
72
$308K 0.23%
6,505
-5,151
73
$298K 0.22%
1,651
-145
74
$296K 0.22%
1,980
75
$294K 0.22%
7,442
-680
1 2
3
4