West Branch Capital LLC
CIK Number: 0001738723
289.22M
Market Value
471
# of Holdings
9 months
Avg. Holding Period
51.34%
Win Rate
29.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 243.86 | -2.62% | 152.74K | +0.39% | 35.59M | 107.92 | 12.31% | |
| 2 | Nvidia Corporat... | 138.32 | +3.00% | 244.86K | -2.30% | 29.74M | 129.15 | 10.28% | |
| 3 | Microsoft Corp | 418.58 | -0.69% | 53.41K | +0.44% | 22.98M | 183.89 | 7.95% | |
| 4 | Amazon Com Inc | 220.32 | +0.42% | 82.77K | +5.40% | 15.42M | 113.92 | 5.33% | |
| 5 | Spdr S&P 500 Et... | 584.57 | -0.26% | 26.24K | +15.46% | 15.06M | 328.61 | 5.21% |
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