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 Exited	0%	$1.176M 1,239 shares@ $949.45 avg price	Exited
GPCGenuine Parts Co Recent Activity Exited	0%	$112,722 807 shares@ $139.69 avg price	Exited
AGLAgilon Health Inc Recent Activity Exited	0%	$60,688 15,442 shares@ $3.94 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$56,310 69 shares@ $816.09 avg price	Exited
MSEXMiddlesex Wtr Co Recent Activity Exited	0%	$36,992 567 shares@ $65.25 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$36,000 1,500 shares@ $24.0 avg price	Exited
ITWIllinois Tool Wks Inc Recent Activity Exited	0%	$21,228 81 shares@ $262.08 avg price	Exited
BSCOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$10,642 504 shares@ $21.12 avg price	Exited
CTLTCatalent Inc Recent Activity Exited	0%	$10,297 170 shares@ $60.58 avg price	Exited
IXPIshares Tr Recent Activity Exited	0%	$9,939 106 shares@ $93.77 avg price	Exited