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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
SYYSysco Corp
Recent Activity
Decreased -29.05%
0.08%
$229,443
3,001 shares@ $76.46 avg price
DUKDuke Energy Corp New
Recent Activity
0.07%
$219,144
2,034 shares@ $107.75 avg price
SHVIshares Tr
Recent Activity
Increased 1.61%
0.07%
$216,730
1,968 shares@ $110.13 avg price
IWFIshares Tr
Recent Activity
Decreased -3.41%
0.07%
$216,051
538 shares@ $401.59 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -3.31%
0.07%
$205,352
875 shares@ $234.69 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -19.39%
0.07%
$200,911
3,503 shares@ $57.36 avg price
UNMUnum Group
Recent Activity
0.07%
$197,839
2,709 shares@ $73.04 avg price
OEFIshares Tr
Recent Activity
Increased 0.17%
0.06%
$176,782
612 shares@ $288.86 avg price
CATCaterpillar Inc
Recent Activity
0.06%
$174,488
481 shares@ $362.77 avg price
IWDIshares Tr
Recent Activity
Decreased -0.42%
0.06%
$174,023
940 shares@ $185.14 avg price