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