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
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.43M
3
+$1.36M
4
BAX icon
Baxter International
BAX
+$1.31M
5
AYR
Aircastle Ltd
AYR
+$1.27M

Top Sells

1
+$1.26M
2
+$846K
3
+$815K
4
JNJ icon
Johnson & Johnson
JNJ
+$788K
5
LYB icon
LyondellBasell Industries
LYB
+$750K

Sector Composition

1 Technology 21.8%
2 Industrials 16.48%
3 Communication Services 12.94%
4 Healthcare 10%
5 Financials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$867K 0.64%
1,946
-283
52
$859K 0.64%
30,110
-9,555
53
$773K 0.57%
17,147
+9,147
54
$755K 0.56%
+11,970
55
$711K 0.53%
+4,499
56
$563K 0.42%
11,043
-1,907
57
$472K 0.35%
5,637
-50
58
$458K 0.34%
3,825
-1,060
59
$435K 0.32%
2,875
-526
60
$391K 0.29%
6,936
-144
61
$386K 0.29%
6,340
62
$352K 0.26%
6,280
-3,536
63
$352K 0.26%
7,570
+530
64
$337K 0.25%
+3,513
65
$326K 0.24%
11,165
+501
66
$321K 0.24%
3,859
-10,166
67
$316K 0.23%
5,027
-1,718
68
$290K 0.21%
3,070
-200
69
$287K 0.21%
2,086
-1,101
70
$283K 0.21%
+2,390
71
$276K 0.2%
1,825
+5
72
$269K 0.2%
5,298
-465
73
$269K 0.2%
6,040
-238
74
$268K 0.2%
1,491
-119
75
$267K 0.2%
1,359
-45
1 2
3
4 5