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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
VVisa Inc
Recent Activity
Increased 4.27%
2.05%
$6.414M
20,295 shares@ $316.04 avg price
WMTWalmart Inc
Recent Activity
Increased 4.54%
2.02%
$6.317M
69,915 shares@ $90.36 avg price
ORCLOracle Corp
Recent Activity
Increased 3.82%
2%
$6.24M
37,448 shares@ $166.65 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.48%
1.81%
$5.65M
11,170 shares@ $505.85 avg price
IVVIshares Tr
Recent Activity
Increased 0.5%
1.78%
$5.57M
9,462 shares@ $588.66 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.96%
1.63%
$5.108M
28,743 shares@ $177.71 avg price
HDHome Depot Inc
Recent Activity
Increased 5.63%
1.61%
$5.029M
12,930 shares@ $388.98 avg price
METAMeta Platforms Inc
Recent Activity
Increased 33.69%
1.55%
$4.845M
8,275 shares@ $585.51 avg price
LLYEli Lilly & Co
Recent Activity
Increased 13.57%
1.27%
$3.956M
5,124 shares@ $772.05 avg price
MAMastercard Incorporated
Recent Activity
Increased 10.95%
1.17%
$3.64M
6,913 shares@ $526.57 avg price