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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
ABTAbbott Labs
Recent Activity
Increased 1.71%
0.57%
$1.764M
15,597 shares@ $113.11 avg price
CRMSalesforce Inc
Recent Activity
Increased 59.54%
0.46%
$1.412M
4,223 shares@ $334.34 avg price
CVXChevron Corp New
Recent Activity
Increased 18.48%
0.45%
$1.403M
9,689 shares@ $144.84 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.78%
0.44%
$1.375M
7,222 shares@ $190.45 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 53.73%
0.41%
$1.266M
5,734 shares@ $220.72 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 56.75%
0.39%
$1.219M
3,464 shares@ $351.79 avg price
WFCWells Fargo Co New
Recent Activity
Increased 53.35%
0.39%
$1.207M
17,187 shares@ $70.25 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.38%
0.35%
$1.089M
3,719 shares@ $292.76 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 4.08%
0.32%
$981,106
2,019 shares@ $485.94 avg price
LINLinde Plc
Recent Activity
Increased 23.97%
0.28%
$868,152
2,074 shares@ $418.59 avg price