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
51
$671K 0.22%
5,205
-1,559
52
$566K 0.19%
1,267
-752
53
$534K 0.18%
21,340
+12
54
$518K 0.17%
3,265
+2,658
55
$461K 0.15%
4,113
-855
56
$434K 0.14%
1,392
-47
57
$393K 0.13%
4,978
58
$393K 0.13%
8,577
-804
59
$391K 0.13%
6,630
+1,630
60
$387K 0.13%
3,172
-301
61
$384K 0.13%
2,965
-30
62
$341K 0.11%
3,443
63
$339K 0.11%
685
+164
64
$336K 0.11%
11,253
65
$323K 0.11%
1,664
66
$319K 0.11%
2,509
+2
67
$317K 0.11%
1,153
-31
68
$306K 0.1%
10,407
+90
69
$306K 0.1%
2,310
-110
70
$305K 0.1%
1,121
-787
71
$279K 0.09%
542
-26
72
$258K 0.09%
1,355
73
$256K 0.09%
5,450
-746
74
$250K 0.08%
2,503
75
$249K 0.08%
722
-136
1 2
3
4 5