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
$135M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.43M
3
+$1.36M
4
BAX icon
Baxter International
BAX
+$1.31M
5
AYR
Aircastle Ltd
AYR
+$1.27M

Top Sells

1
+$1.26M
2
+$846K
3
+$815K
4
JNJ icon
Johnson & Johnson
JNJ
+$788K
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
– –
-60,796
102
– –
-6,463
103
– –
-8,704
104
– –
-14,195
105
– –
-14,579
1 2 3 4
5