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Georgann Ramage

@West Branch Capital Llc

Latest period2024 - Q4ReportedManaged Assets$313.494MTotal holdings546
Assets growth rate8.4%Assets growth rate (2-Q avg)7.91%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Branch Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 546 positions.

Assets under management

The assets under management (AUM) of West Branch Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 313.494M in assets, with a quarterly growth rate of 8.4% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Georgann Ramage, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 1.31%
12.37%
$38.749M
154,737 shares@ $250.42 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.1%
10.61%
$33.241M
247,534 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.78%
7.31%
$22.911M
54,356 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.81%
5.96%
$18.668M
85,088 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.71%
5.26%
$16.478M
87,045 shares@ $189.31 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.23%
5.07%
$15.876M
27,088 shares@ $586.08 avg price
MOG.BMoog Inc
Recent Activity
3.74%
$11.723M
60,114 shares@ $195.02 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.66%
3.24%
$10.147M
60,526 shares@ $167.65 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.15%
2.53%
$7.905M
32,979 shares@ $239.71 avg price
AVGOBroadcom Inc
Recent Activity
Increased 9.82%
2.07%
$6.471M
27,913 shares@ $231.85 avg price