WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.74M
3
+$1.37M
4
META icon
Meta Platforms (Facebook)
META
+$1.03M
5
JNJ icon
Johnson & Johnson
JNJ
+$972K

Top Sells

1
+$2.35M
2
+$1.52M
3
+$1.44M
4
BAP icon
Credicorp
BAP
+$1.37M
5
BAX icon
Baxter International
BAX
+$1.31M

Sector Composition

1 Technology 21.91%
2 Communication Services 13.35%
3 Industrials 12.62%
4 Financials 10.87%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 8%
156,548
-6,784
2
$9.08M 6.32%
28,210
-7,291
3
$7.34M 5.11%
79,480
-1,180
4
$5.89M 4.1%
37,333
+1,280
5
$5.43M 3.78%
81,140
+1,520
6
$5.12M 3.57%
60,114
7
$4.98M 3.47%
81,156
-9,591
8
$4.71M 3.28%
33,789
-2,674
9
$3.61M 2.51%
42,287
-5
10
$3.59M 2.5%
59,998
+31
11
$3.35M 2.33%
17,838
+9,282
12
$3.05M 2.12%
9,365
-2,678
13
$2.94M 2.04%
498,920
-87,480
14
$2.65M 1.85%
18,203
+6,663
15
$2.52M 1.76%
+20,188
16
$2.44M 1.7%
27,606
-3,968
17
$2.42M 1.68%
81,964
+5,507
18
$2.31M 1.61%
5,934
-3,223
19
$2.25M 1.57%
10,962
+5,033
20
$2.16M 1.51%
15,770
+127
21
$2.11M 1.47%
7,162
+78
22
$2.03M 1.42%
42,415
-4,515
23
$2.03M 1.41%
54,607
-4,150
24
$2.02M 1.41%
13,960
+3,113
25
$1.93M 1.34%
8,842
+1,291
1
2 3 4