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
76
$241K 0.08%
1,978
-56
77
$239K 0.08%
889
-857
78
$221K 0.07%
2,709
79
$219K 0.07%
1,982
+14
80
$215K 0.07%
1,400
-486
81
$194K 0.06%
538
82
$179K 0.06%
2,383
-618
83
$177K 0.06%
1,600
84
$177K 0.06%
940
85
$175K 0.06%
2,863
86
$171K 0.06%
6,041
+1,797
87
$171K 0.06%
+1,000
88
$170K 0.06%
3,743
89
$169K 0.06%
2,007
+2,000
90
$169K 0.06%
3,050
+1,400
91
$166K 0.06%
2,692
+13
92
$166K 0.06%
613
+1
93
$165K 0.06%
3,414
-89
94
$162K 0.05%
+5,000
95
$141K 0.05%
367
-4,216
96
$140K 0.05%
1,249
+11
97
$138K 0.05%
5,700
98
$135K 0.05%
571
-304
99
$134K 0.04%
20,037
+20,000
100
$134K 0.04%
405
-76
2 3
4
5 6