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
$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
1
$17.8M 10.97%
136,658
-177
2
$10.7M 6.58%
44,418
+227
3
$8.54M 5.27%
56,340
+180
4
$8.24M 5.09%
21,555
-264
5
$7.05M 4.35%
79,890
-2,036
6
$6.47M 3.99%
442,480
-330
7
$6.07M 3.75%
72,320
-3,796
8
$5.23M 3.23%
60,114
9
$4.66M 2.88%
28,839
-2
10
$4.17M 2.57%
7,861
+1
11
$4.07M 2.51%
23,013
+38
12
$3.96M 2.44%
29,516
+222
13
$3.52M 2.17%
16,924
-5
14
$3.44M 2.12%
10,887
+24
15
$3.25M 2.01%
8,453
-94
16
$2.77M 1.71%
53,968
+830
17
$2.6M 1.6%
31,753
-117
18
$2.44M 1.51%
51,654
19
$2.34M 1.45%
21,234
+200
20
$2.12M 1.31%
11,717
21
$1.87M 1.15%
7,094
-11
22
$1.78M 1.1%
16,048
+10
23
$1.73M 1.07%
19,729
-465
24
$1.71M 1.05%
4,904
-25
25
$1.64M 1.02%
10,358
+2
1
2 3 4 5