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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
HYGIshares Tr
Recent Activity
Increased 4.19%
0.13%
$391,520
4,978 shares@ $78.66 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.43%
0.12%
$375,046
1,439 shares@ $260.63 avg price
IUSGIshares Tr
Recent Activity
Increased 0.16%
0.12%
$349,285
2,507 shares@ $139.33 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.5%
0.12%
$347,293
1,015 shares@ $342.17 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.29%
0.11%
$343,221
1,184 shares@ $289.89 avg price
AGGIshares Tr
Recent Activity
Increased 4.56%
0.11%
$333,627
3,443 shares@ $96.91 avg price
CSXCsx Corp
Recent Activity
Increased 3.33%
0.11%
$332,916
10,317 shares@ $32.27 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -8.74%
0.11%
$330,055
6,196 shares@ $53.27 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
0.11%
$328,851
2,995 shares@ $109.8 avg price
VIGVanguard Specialized Funds
Recent Activity
0.11%
$325,764
1,664 shares@ $195.78 avg price