Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 41.68%
This Quarter Est. Return
1 Year Est. Return
+41.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$121M
3
+$95.2M
4
UNH icon
UnitedHealth
UNH
+$88M
5
GE icon
GE Aerospace
GE
+$77.8M

Top Sells

1
+$148M
2
+$105M
3
+$89.5M
4
LRCX icon
Lam Research
LRCX
+$79.3M
5
CHTR icon
Charter Communications
CHTR
+$78.3M

Sector Composition

1 Healthcare 20.46%
2 Technology 16.23%
3 Industrials 15.74%
4 Consumer Discretionary 11.32%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.22M 0.03%
67,695
-1,044,915
227
$1.94M 0.02%
37,325
-18,800
228
$1.51M 0.01%
19,230
-109,945
229
$1.4M 0.01%
15,030
-360
230
$1.25M 0.01%
65,540
-285,375
231
$1.09M 0.01%
21,938
-23,620
232
$1.03M 0.01%
16,590
-318,115
233
$941K 0.01%
6,170
-586,915
234
$854K 0.01%
9,600
-7,700
235
$822K 0.01%
12,096
236
$759K 0.01%
12,743
237
$662K 0.01%
8,424
238
$626K 0.01%
4,246
-6,937
239
$492K ﹤0.01%
5,640
-728
240
$458K ﹤0.01%
45,000
241
$457K ﹤0.01%
50,800
242
$333K ﹤0.01%
21,500
243
$333K ﹤0.01%
4,719
244
$328K ﹤0.01%
6,000
245
$318K ﹤0.01%
2,092
246
$307K ﹤0.01%
+141
247
$267K ﹤0.01%
3,840
248
$263K ﹤0.01%
6,000
-1,500
249
$214K ﹤0.01%
2,478
-500
250
– –
-269,020
8 9
10
11 12