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
$289M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$791K
3
+$540K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
COST icon
Costco
COST
+$381K

Top Sells

1
+$848K
2
+$701K
3
+$629K
4
DIS icon
Walt Disney
DIS
+$171K
5
SYY icon
Sysco
SYY
+$149K

Sector Composition

1 Technology 37.75%
2 Healthcare 9.81%
3 Consumer Discretionary 9.23%
4 Consumer Staples 8.44%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$90.5K 0.03%
448
+329
127
$89.4K 0.03%
396
128
$89.4K 0.03%
1,231
-256
129
$83.9K 0.03%
406
+105
130
$81.8K 0.03%
1,086
+8
131
$80.3K 0.03%
1,090
+9
132
$79.6K 0.03%
1,226
-1,496
133
$78.9K 0.03%
427
+2
134
$76.8K 0.03%
951
+1
135
$76.3K 0.03%
360
136
$75.7K 0.03%
1,007
+7
137
$73.7K 0.03%
607
+7
138
$72.7K 0.03%
542
-53
139
$71.9K 0.02%
153
140
$69.5K 0.02%
336
+1
141
$65.6K 0.02%
346
142
$65K 0.02%
239
143
$64.9K 0.02%
1,042
+28
144
$64.1K 0.02%
659
-198
145
$61.6K 0.02%
1,206
+6
146
$60.7K 0.02%
15,442
147
$60.3K 0.02%
300
148
$58.6K 0.02%
1,634
-3,557
149
$58.3K 0.02%
150
150
$57.6K 0.02%
651
+1
4 5
6
7 8