WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
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
+$5.05M
2
+$3.6M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.22M
5
AYR
Aircastle Ltd
AYR
+$1.21M

Top Sells

1
+$1.26M
2
+$824K
3
+$815K
4
JNJ icon
Johnson & Johnson
JNJ
+$802K
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
101
– –
-2,173
102
– –
-2,503
103
– –
-4,019
104
– –
-24,119
105
– –
-17,944
1 2 3 4
5