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
176
$35.1K 0.01%
+193
177
$34.5K 0.01%
549
+9
178
$34.3K 0.01%
335
179
$33.8K 0.01%
500
180
$33.7K 0.01%
323
+5
181
$33.6K 0.01%
124
+4
182
$33.3K 0.01%
262
+1
183
$32.9K 0.01%
65
+1
184
$32.7K 0.01%
+275
185
$32.6K 0.01%
479
+1
186
$32.5K 0.01%
194
187
$32.1K 0.01%
330
188
$32K 0.01%
292
189
$31.5K 0.01%
105
190
$31.4K 0.01%
335
-105
191
$31.1K 0.01%
63
192
$30.5K 0.01%
260
+1
193
$30.2K 0.01%
+61
194
$30.2K 0.01%
129
+4
195
$30.2K 0.01%
131
+4
196
$29.3K 0.01%
180
197
$28.5K 0.01%
50
198
$28.3K 0.01%
903
+2
199
$27.5K 0.01%
702
200
$26.5K 0.01%
319
+4
6 7
8
9 10