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
$13B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$87.5M
3
+$77.8M
4
COST icon
Costco
COST
+$70.8M
5
CMA icon
Comerica
CMA
+$64.8M

Top Sells

1
+$136M
2
+$96.7M
3
+$90.3M
4
VZ icon
Verizon
VZ
+$76.7M
5
LLY icon
Eli Lilly
LLY
+$71.5M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.72%
3 Industrials 14.12%
4 Financials 12.28%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.96M 0.03%
+60,360
227
$2.24M 0.02%
147,249
-600
228
$2.14M 0.02%
33,030
-1,494,590
229
$2M 0.02%
47,350
230
$982K 0.01%
13,686
231
$836K 0.01%
45,000
232
$718K 0.01%
27,795
233
$713K 0.01%
4,198
-327,789
234
$662K 0.01%
12,743
235
$537K ﹤0.01%
8,900
236
$530K ﹤0.01%
3,100
237
$472K ﹤0.01%
7,000
238
$471K ﹤0.01%
128,700
+15,000
239
$378K ﹤0.01%
+76,300
240
$339K ﹤0.01%
3,900
-432,135
241
$312K ﹤0.01%
4,824
242
$253K ﹤0.01%
+6,600
243
$252K ﹤0.01%
+90
244
$234K ﹤0.01%
4,719
245
$229K ﹤0.01%
+53,000
246
$182K ﹤0.01%
+50,600
247
$95K ﹤0.01%
10,659
248
$77K ﹤0.01%
16,900
249
– –
-1,174,000
250
– –
-323,925
8 9
10
11 12