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
201
$27.2K 0.02%
330
202
$27K 0.02%
304
203
$26.2K 0.02%
216
204
$25.9K 0.02%
496
205
$25.6K 0.02%
569
+5
206
$25.2K 0.02%
150
207
$25K 0.02%
108
208
$25K 0.02%
910
209
$24.7K 0.02%
105
210
$24.5K 0.02%
92
-228
211
$24.5K 0.02%
+301
212
$24.4K 0.02%
164
213
$24.3K 0.02%
590
214
$23.9K 0.01%
499
215
$23.9K 0.01%
120
216
$23.4K 0.01%
125
217
$23.3K 0.01%
300
-125
218
$23K 0.01%
294
219
$22.3K 0.01%
107
220
$21.5K 0.01%
257
221
$21.5K 0.01%
64
222
$21.1K 0.01%
1,447
223
$20.8K 0.01%
127
224
$19.8K 0.01%
+1,009
225
$19.5K 0.01%
255