Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+6.64%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$13.4B
AUM Growth
+$421M
(+3.2%)
Cap. Flow
-$224M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
286
New
38
Increased
90
Reduced
103
Closed
43
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
+$93.5M |
| 2 |
Mettler-Toledo International
MTD
|
+$90.7M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$68.5M |
| 4 |
Walt Disney
DIS
|
+$63.8M |
| 5 |
Carnival Corp
CCL
|
+$58.2M |
Top Sells
| 1 |
Steris
STE
|
+$107M |
| 2 |
Abbott
ABT
|
+$98.5M |
| 3 |
MGM Resorts International
MGM
|
+$97.5M |
| 4 |
Bank of America
BAC
|
+$85.8M |
| 5 |
Philip Morris
PM
|
+$83.9M |
Sector Composition
| 1 | Technology | 21.01% |
| 2 | Healthcare | 16.54% |
| 3 | Industrials | 13.55% |
| 4 | Financials | 11.42% |
| 5 | Consumer Discretionary | 11.42% |
