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
126
$83.6K 0.03%
542
127
$82.9K 0.03%
995
-608
128
$76.8K 0.03%
761
+755
129
$76.7K 0.03%
659
130
$75.1K 0.03%
427
131
$74.1K 0.02%
153
132
$73.3K 0.02%
1,081
-9
133
$73.1K 0.02%
1,227
+1
134
$72.6K 0.02%
300
135
$72.4K 0.02%
1,206
136
$72.2K 0.02%
690
-195
137
$71.6K 0.02%
346
-13
138
$70.7K 0.02%
344
+340
139
$70.5K 0.02%
161
+155
140
$64.1K 0.02%
226
141
$62K 0.02%
751
142
$61.6K 0.02%
300
143
$58.3K 0.02%
651
144
$57.6K 0.02%
200
145
$57.1K 0.02%
+870
146
$56.6K 0.02%
616
+115
147
$54.8K 0.02%
305
-86
148
$53.5K 0.02%
2,706
149
$53.1K 0.02%
244
150
$52.9K 0.02%
+533
4 5
6
7 8