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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
PFEPfizer Inc
Recent Activity
Decreased -0.17%
0.03%
$92,496
3,486 shares@ $26.54 avg price
SHELShell Plc
Recent Activity
Decreased -0.48%
0.03%
$90,154
1,439 shares@ $62.66 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -5.43%
0.03%
$86,582
226 shares@ $383.11 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -3.69%
0.03%
$73,336
391 shares@ $187.57 avg price
CNCCentene Corp Del
Recent Activity
Decreased -0.73%
0.03%
$65,306
1,078 shares@ $60.59 avg price
KKellanova
Recent Activity
Decreased -21.03%
0.02%
$60,809
751 shares@ $80.98 avg price
ADMArcher Daniels Midland Co
Recent Activity
Decreased -0.11%
0.02%
$45,115
893 shares@ $50.53 avg price
IJHIshares Tr
Recent Activity
Decreased -35.02%
0.02%
$42,163
677 shares@ $62.28 avg price
CCitigroup Inc
Recent Activity
Decreased -72.11%
0.02%
$38,785
551 shares@ $70.4 avg price
IWYIshares Tr
Recent Activity
Decreased -33.5%
0.01%
$31,307
133 shares@ $235.4 avg price