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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
ASMLAsml Holding N V
Recent Activity
Exited
0%
$350
0 shares@ $0.0 avg price
GSKGsk Plc
Recent Activity
Exited
0%
$307
7 shares@ $43.86 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
Exited
0%
$265
1 shares@ $265.0 avg price
TFXTeleflex Incorporated
Recent Activity
Exited
0%
$248
1 shares@ $248.0 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$219
1 shares@ $219.0 avg price
AESAes Corp
Recent Activity
Exited
0%
$201
10 shares@ $20.1 avg price
BTIBritish Amern Tob Plc
Recent Activity
Exited
0%
$197
5 shares@ $39.4 avg price
NTRNutrien Ltd
Recent Activity
Exited
0%
$195
4 shares@ $48.75 avg price
AZOAutozone Inc
Recent Activity
Exited
0%
$189
0 shares@ $0.0 avg price
WPCWp Carey Inc
Recent Activity
Exited
0%
$187
3 shares@ $62.34 avg price