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
201
$26.5K 0.01%
216
202
$26.2K 0.01%
798
+11
203
$26.1K 0.01%
536
+6
204
$25.9K 0.01%
109
+2
205
$25.9K 0.01%
230
206
$25.9K 0.01%
166
+2
207
$25.7K 0.01%
+448
208
$25.3K 0.01%
+40
209
$24.1K 0.01%
232
210
$23.7K 0.01%
366
211
$23.7K 0.01%
225
+9
212
$23.4K 0.01%
161
-15
213
$23.3K 0.01%
717
+2
214
$23K 0.01%
200
215
$22.3K 0.01%
136
216
$21.9K 0.01%
2,082
217
$21.7K 0.01%
1,057
218
$21.6K 0.01%
120
219
$21.2K 0.01%
81
220
$21K 0.01%
214
+2
221
$21K 0.01%
400
+4
222
$20.7K 0.01%
56
223
$20.7K 0.01%
108
224
$20.5K 0.01%
2,179
+27
225
$20.1K 0.01%
79
+2
7 8
9
10 11