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
126
$87.6K 0.05%
646
127
$86.5K 0.05%
2,341
128
$84K 0.05%
619
129
$83.4K 0.05%
2,232
130
$82.9K 0.05%
893
131
$82.1K 0.05%
1,419
+12
132
$78.4K 0.05%
1,172
133
$76.3K 0.05%
1,448
134
$75.7K 0.05%
1,294
-1,237
135
$74.9K 0.05%
1,717
136
$74K 0.05%
1,300
137
$73.5K 0.05%
6,317
138
$69.8K 0.04%
214
139
$68.8K 0.04%
321
140
$68.8K 0.04%
595
141
$67.3K 0.04%
942
142
$66.5K 0.04%
610
143
$65.1K 0.04%
465
-120
144
$64.9K 0.04%
825
145
$64.8K 0.04%
+1,000
146
$64.3K 0.04%
410
147
$64.1K 0.04%
200
148
$63.6K 0.04%
300
149
$62.5K 0.04%
484
-100
150
$58.9K 0.04%
320
+1
4 5
6
7 8