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
151
$58.7K 0.04%
5,700
152
$57.2K 0.04%
179
153
$56.2K 0.03%
4,344
154
$55.7K 0.03%
2,017
155
$55.5K 0.03%
1,215
156
$55.3K 0.03%
+242
157
$54.9K 0.03%
213
158
$53.5K 0.03%
380
+10
159
$52.8K 0.03%
1,128
160
$52.8K 0.03%
140
161
$52.3K 0.03%
1,150
162
$51.4K 0.03%
516
+54
163
$50.4K 0.03%
650
164
$49.7K 0.03%
301
165
$49.7K 0.03%
+150
166
$49.5K 0.03%
231
167
$49.4K 0.03%
376
168
$49.3K 0.03%
396
169
$49.2K 0.03%
1,400
170
$47.7K 0.03%
313
171
$47.6K 0.03%
153
172
$45.7K 0.03%
746
-101
173
$44.3K 0.03%
360
174
$43.4K 0.03%
1,290
175
$43.3K 0.03%
550
5 6
7
8 9