Georgann Ramage

@West Branch Capital Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$313.494M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AGGIshares Tr Recent Activity Increased 4.56%	0.11%	$333,627 3,443 shares@ $96.91 avg price	Increased 4.56%
CSXCsx Corp Recent Activity Increased 3.33%	0.11%	$332,916 10,317 shares@ $32.27 avg price	Increased 3.33%
SHVIshares Tr Recent Activity Increased 1.61%	0.07%	$216,730 1,968 shares@ $110.13 avg price	Increased 1.61%
OEFIshares Tr Recent Activity Increased 0.17%	0.06%	$176,782 612 shares@ $288.86 avg price	Increased 0.17%
DGROIshares Tr Recent Activity Increased 0.64%	0.06%	$164,309 2,679 shares@ $61.34 avg price	Increased 0.64%
MSMorgan Stanley Recent Activity Increased 300.93%	0.06%	$162,808 1,295 shares@ $125.73 avg price	Increased 300.93%
IJKIshares Tr Recent Activity Increased 0.19%	0.05%	$145,802 1,603 shares@ $90.96 avg price	Increased 0.19%
IVWIshares Tr Recent Activity Increased 0.17%	0.05%	$126,558 1,247 shares@ $101.49 avg price	Increased 0.17%
CLXClorox Co Del Recent Activity Increased 0.81%	0.04%	$122,399 754 shares@ $162.34 avg price	Increased 0.81%
KMBKimberly-clark Corp Recent Activity Increased 0.88%	0.04%	$120,376 919 shares@ $130.99 avg price	Increased 0.88%