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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
MRKMerck & Co Inc
Recent Activity
Increased 9.89%
0.69%
$2.155M
21,667 shares@ $99.48 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.67%
0.66%
$2.038M
4,583 shares@ $444.65 avg price
BKNGBooking Holdings Inc
Recent Activity
0.61%
$1.896M
382 shares@ $4962.74 avg price
NFLXNetflix Inc
Recent Activity
Increased 46.73%
0.58%
$1.817M
2,038 shares@ $891.38 avg price
ABTAbbott Labs
Recent Activity
Increased 1.71%
0.57%
$1.764M
15,597 shares@ $113.11 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.95%
0.56%
$1.731M
8,736 shares@ $198.19 avg price
MOG.AMoog Inc
Recent Activity
Decreased -7.95%
0.51%
$1.594M
8,098 shares@ $196.85 avg price
CRMSalesforce Inc
Recent Activity
Increased 59.54%
0.46%
$1.412M
4,223 shares@ $334.34 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.45%
0.46%
$1.411M
2,712 shares@ $520.23 avg price
CVXChevron Corp New
Recent Activity
Increased 18.48%
0.45%
$1.403M
9,689 shares@ $144.84 avg price