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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$197K 0.12%
1,355
-100
77
$186K 0.12%
1,068
+4
78
$180K 0.11%
765
79
$178K 0.11%
745
+150
80
$173K 0.11%
7,180
+52
81
$173K 0.11%
5,000
82
$169K 0.1%
2,476
-434
83
$168K 0.1%
2,004
+400
84
$167K 0.1%
1,762
+1
85
$164K 0.1%
613
86
$161K 0.1%
1,902
-120
87
$160K 0.1%
1,057
88
$154K 0.09%
1,363
+380
89
$151K 0.09%
1,589
90
$142K 0.09%
839
+409
91
$142K 0.09%
2,826
-83
92
$140K 0.09%
807
93
$139K 0.09%
5,191
-101
94
$136K 0.08%
2,700
-763
95
$132K 0.08%
3,360
-58,145
96
$131K 0.08%
1,355
+105
97
$129K 0.08%
5,720
-350
98
$129K 0.08%
1,500
99
$129K 0.08%
300
-89
100
$128K 0.08%
1,527
2 3
4
5 6