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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
ABBVAbbvie Inc
Recent Activity
Decreased -2.96%
1.63%
$5.108M
28,743 shares@ $177.71 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.44%
1.09%
$3.404M
23,534 shares@ $144.63 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.95%
0.56%
$1.731M
8,736 shares@ $198.19 avg price
MOG.AMoog Inc
Recent Activity
Decreased -7.95%
0.51%
$1.594M
8,098 shares@ $196.85 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.45%
0.46%
$1.411M
2,712 shares@ $520.23 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -2.78%
0.3%
$939,122
4,118 shares@ $228.06 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -2.08%
0.28%
$863,067
6,764 shares@ $127.6 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -30.53%
0.15%
$458,900
4,968 shares@ $92.38 avg price
GLWCorning Inc
Recent Activity
Decreased -14.75%
0.15%
$445,791
9,381 shares@ $47.53 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.43%
0.12%
$375,046
1,439 shares@ $260.63 avg price