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
DOWDow Inc Recent Activity Exited	0%	$5,846 107 shares@ $54.64 avg price	Exited
SOLVSolventum Corp Recent Activity Exited	0%	$5,352 77 shares@ $69.51 avg price	Exited
THSTreehouse Foods Inc Recent Activity Exited	0%	$5,206 124 shares@ $41.99 avg price	Exited
ESTCElastic N V Recent Activity Exited	0%	$5,143 67 shares@ $76.77 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$4,974 212 shares@ $23.47 avg price	Exited
WBDWarner Bros Discovery Inc Recent Activity Exited	0%	$1,197 145 shares@ $8.26 avg price	Exited
AZNAstrazeneca Plc Recent Activity Exited	0%	$611 8 shares@ $76.38 avg price	Exited
BABoeing Co Recent Activity Exited	0%	$609 4 shares@ $152.25 avg price	Exited
ELVElevance Health Inc Recent Activity Exited	0%	$520 1 shares@ $520.0 avg price	Exited
SNYSanofi Recent Activity Exited	0%	$435 8 shares@ $54.38 avg price	Exited