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
TLTIshares Tr Recent Activity Increased 94.86%	0.02%	$36,389 417 shares@ $87.27 avg price	Increased 94.86%
BPBp Plc Recent Activity Increased 24.7%	0.02%	$33,285 1,126 shares@ $29.57 avg price	Increased 24.7%
VNQVanguard Index Fds Recent Activity Increased 2.73%	0.01%	$30,199 339 shares@ $89.09 avg price	Increased 2.73%
ZROZPimco Etf Tr Recent Activity Increased 94.4%	0.01%	$28,514 416 shares@ $68.55 avg price	Increased 94.4%
ASAmer Sports Inc Recent Activity Increased 14285.72%	0.01%	$28,149 1,007 shares@ $27.96 avg price	Increased 14285.72%
FIFiserv Inc Recent Activity Increased 13.34%	0.01%	$27,938 136 shares@ $205.43 avg price	Increased 13.34%
LHXL3harris Technologies Inc Recent Activity Increased 19.27%	0.01%	$27,337 130 shares@ $210.29 avg price	Increased 19.27%
SHYIshares Tr Recent Activity Increased 1.26%	0.01%	$26,470 323 shares@ $81.96 avg price	Increased 1.26%
UTWORbb Fd Inc Recent Activity Increased 1.31%	0.01%	$26,098 543 shares@ $48.07 avg price	Increased 1.31%
UTGReaves Util Income Fd Recent Activity Increased 1.38%	0.01%	$25,634 809 shares@ $31.69 avg price	Increased 1.38%