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
$14.2B
AUM Growth
+$847M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$107M
3
+$104M
4
WFC icon
Wells Fargo
WFC
+$98.7M
5
NKE icon
Nike
NKE
+$81.7M

Top Sells

1
+$109M
2
+$109M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$104M
5
CMA icon
Comerica
CMA
+$92.6M

Sector Composition

1 Technology 21.28%
2 Healthcare 16.57%
3 Industrials 13.2%
4 Consumer Discretionary 12.77%
5 Financials 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.44M 0.02%
34,989
-1,048,560
227
$2.07M 0.01%
147,249
228
$1.9M 0.01%
56,210
-1,087,350
229
$1.11M 0.01%
45,000
230
$1.01M 0.01%
12,686
-1,000
231
$791K 0.01%
4,198
232
$710K 0.01%
+6,300
233
$678K ﹤0.01%
27,795
234
$574K ﹤0.01%
+6,900
235
$529K ﹤0.01%
8,900
236
$486K ﹤0.01%
10,700
+3,100
237
$457K ﹤0.01%
3,700
238
$426K ﹤0.01%
15,400
239
$414K ﹤0.01%
14,200
-1,753,405
240
$376K ﹤0.01%
+2,300
241
$368K ﹤0.01%
+11,960
242
$367K ﹤0.01%
+14,900
243
$363K ﹤0.01%
+35,400
244
$346K ﹤0.01%
+17,500
245
$323K ﹤0.01%
9,400
+2,100
246
$294K ﹤0.01%
4,824
247
$268K ﹤0.01%
+12,800
248
$257K ﹤0.01%
4,719
249
$138K ﹤0.01%
40,619
-9,981
250
– –
-432,538
8 9
10
11 12