test

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
VGTVanguard World Fd
Recent Activity
Increased 5.03%
0.04%
$116,899
188 shares@ $621.81 avg price
MKCMccormick & Co Inc
Recent Activity
Increased 0.23%
0.04%
$101,609
1,333 shares@ $76.23 avg price
IXUSIshares Tr
Recent Activity
Increased 1.79%
0.03%
$82,858
1,253 shares@ $66.13 avg price
DISDisney Walt Co
Recent Activity
Increased 16550%
0.03%
$74,142
666 shares@ $111.33 avg price
ALLAllstate Corp
Recent Activity
Increased 3.76%
0.03%
$69,212
359 shares@ $192.8 avg price
TTTrane Technologies Plc
Recent Activity
Increased 8.67%
0.02%
$60,205
163 shares@ $369.36 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
0.02%
$50,061
2,706 shares@ $18.5 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 916.08%
0.02%
$50,016
569 shares@ $87.91 avg price
SPGIS&p Global Inc
Recent Activity
Increased 5.27%
0.02%
$49,803
100 shares@ $498.03 avg price
IWPIshares Tr
Recent Activity
Increased 21.16%
0.02%
$39,932
315 shares@ $126.77 avg price