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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.8K 0.01%
292
202
$24.2K 0.01%
448
203
$24.1K 0.01%
601
+1
204
$24K 0.01%
182
+99
205
$23.9K 0.01%
232
206
$23.8K 0.01%
78
207
$23.7K 0.01%
275
208
$23.6K 0.01%
225
209
$23.5K 0.01%
105
210
$23.5K 0.01%
200
211
$23.1K 0.01%
+240
212
$22.8K 0.01%
109
-21
213
$22.6K 0.01%
400
214
$22.5K 0.01%
88
-61
215
$21.6K 0.01%
166
-34
216
$21.5K 0.01%
1,057
217
$21.5K 0.01%
+226
218
$21.1K 0.01%
+200
219
$20.8K 0.01%
151
220
$20.8K 0.01%
2,082
221
$20.7K 0.01%
2,241
+28
222
$20.6K 0.01%
316
+116
223
$20.1K 0.01%
230
224
$19.8K 0.01%
180
-894
225
$19.4K 0.01%
152
+51
7 8
9
10 11