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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
VZVerizon Communications Inc
Recent Activity
Decreased -0.02%
0.05%
$149,686
3,743 shares@ $40.0 avg price
EDConsolidated Edison Inc
Recent Activity
Decreased -0.06%
0.05%
$142,768
1,600 shares@ $89.23 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.55%
0.05%
$135,436
1,074 shares@ $126.11 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.99%
0.05%
$132,409
259 shares@ $511.24 avg price
PLDPrologis Inc.
Recent Activity
Decreased -0.08%
0.05%
$130,857
1,238 shares@ $105.71 avg price
GEGe Aerospace
Recent Activity
Decreased -35.09%
0.04%
$112,584
675 shares@ $166.8 avg price
DHRDanaher Corporation
Recent Activity
Decreased -58.34%
0.04%
$108,359
472 shares@ $229.58 avg price
FLOTIshares Tr
Recent Activity
Decreased -10.87%
0.04%
$100,009
1,966 shares@ $50.87 avg price
TAt&t Inc
Recent Activity
Decreased -0.16%
0.04%
$96,636
4,244 shares@ $22.78 avg price
CIThe Cigna Group
Recent Activity
Decreased -0.87%
0.03%
$93,612
339 shares@ $276.15 avg price