Georgann Ramage

@West Branch Capital Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$313.494M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.41%	$1.273M 1,242 shares@ $1024.87 avg price	New Position
RDDTReddit Inc Recent Activity New Position	0.08%	$245,160 1,500 shares@ $163.44 avg price	New Position
FLRGFidelity Covington Trust Recent Activity New Position	0.03%	$93,323 2,760 shares@ $33.82 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.02%	$41,158 597 shares@ $68.95 avg price	New Position
VSTVistra Corp Recent Activity New Position	0.01%	$27,574 200 shares@ $137.87 avg price	New Position
PSAPublic Storage Oper Co Recent Activity New Position	0.01%	$17,069 57 shares@ $299.46 avg price	New Position
XLFSelect Sector Spdr Tr Recent Activity New Position	0.01%	$8,072 167 shares@ $48.34 avg price	New Position
MDTMedtronic Plc Recent Activity New Position	0.01%	$7,988 100 shares@ $79.88 avg price	New Position
FTVFortive Corp Recent Activity New Position	0.01%	$7,500 100 shares@ $75.0 avg price	New Position
HGLBHighland Global Allocation F Recent Activity New Position	0.01%	$7,090 1,041 shares@ $6.82 avg price	New Position