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
$144M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.74M
3
+$1.37M
4
META icon
Meta Platforms (Facebook)
META
+$1.03M
5
JNJ icon
Johnson & Johnson
JNJ
+$972K

Top Sells

1
+$2.35M
2
+$1.52M
3
+$1.44M
4
BAP icon
Credicorp
BAP
+$1.37M
5
BAX icon
Baxter International
BAX
+$1.31M

Sector Composition

1 Technology 21.91%
2 Communication Services 13.35%
3 Industrials 12.62%
4 Financials 10.87%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.21%
2,001
-85
77
$290K 0.2%
1,494
+3
78
$288K 0.2%
1,342
+2
79
$278K 0.19%
3,070
80
$275K 0.19%
1,681
-144
81
$265K 0.18%
1,205
-154
82
$257K 0.18%
4,155
-311
83
$255K 0.18%
3,512
+92
84
$250K 0.17%
10,371
+30
85
$239K 0.17%
2,624
-889
86
$232K 0.16%
2,439
87
$232K 0.16%
3,551
-396
88
$220K 0.15%
4,962
-300
89
$220K 0.15%
2,906
90
$217K 0.15%
3,206
-1,821
91
$213K 0.15%
+2,140
92
$210K 0.15%
+2,478
93
$210K 0.15%
+2,469
94
$163K 0.11%
5,625
95
– –
-10,420
96
– –
-10,175
97
– –
-10,359
98
– –
-1,708
99
– –
-67,791
1 2 3
4