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
151
$57.2K 0.02%
551
+1
152
$56.8K 0.02%
244
-27
153
$56.3K 0.02%
+690
154
$55.6K 0.02%
2,706
+2,572
155
$53.4K 0.02%
894
+1
156
$53.2K 0.02%
300
157
$51.2K 0.02%
458
158
$49.1K 0.02%
95
+1
159
$48.6K 0.02%
200
160
$47.5K 0.02%
590
161
$47.3K 0.02%
1,715
162
$46.6K 0.02%
179
163
$45.8K 0.02%
313
164
$45.2K 0.02%
501
+129
165
$45.1K 0.02%
499
166
$44.7K 0.02%
600
167
$44.1K 0.02%
835
+640
168
$44K 0.02%
200
-10
169
$42.2K 0.01%
149
+1
170
$40K 0.01%
405
171
$39.5K 0.01%
2,001
172
$37K 0.01%
567
173
$36.1K 0.01%
275
174
$36K 0.01%
1,500
175
$35.8K 0.01%
2,725
5 6
7
8 9