Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$89.4M
3
+$66.9M
4
CCL icon
Carnival Corporation Ltd
CCL
+$64.4M
5
DIS icon
Walt Disney
DIS
+$62.3M

Top Sells

1
+$102M
2
+$97.9M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$90.9M
5
PM icon
Philip Morris
PM
+$88.2M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.3M 0.02%
47,350
227
$1.03M 0.01%
13,686
228
$957K 0.01%
45,000
229
$896K 0.01%
11,100
-1,039,309
230
$781K 0.01%
4,198
231
$738K 0.01%
12,743
232
$690K 0.01%
27,795
233
$543K ﹤0.01%
8,900
234
$512K ﹤0.01%
3,100
235
$427K ﹤0.01%
15,400
+8,800
236
$367K ﹤0.01%
+9,380
237
$367K ﹤0.01%
+3,100
238
$367K ﹤0.01%
+3,700
239
$335K ﹤0.01%
+7,600
240
$323K ﹤0.01%
4,824
241
$269K ﹤0.01%
4,719
242
$261K ﹤0.01%
50,600
243
$235K ﹤0.01%
+7,300
244
– –
-357,151
245
– –
-551,375
246
– –
-32,300
247
– –
-846,816
248
– –
-777,080
249
– –
-509,020
250
– –
-36,459
8 9
10
11 12