Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $24B
1-Year Est. Return 36.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$105M
3
+$98M
4
BAC icon
Bank of America
BAC
+$96.5M
5
AVGO icon
Broadcom
AVGO
+$74M

Top Sells

1
+$232M
2
+$98.7M
3
+$93.9M
4
CE icon
Celanese
CE
+$92.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$90.9M

Sector Composition

1 Technology 25.14%
2 Healthcare 17.2%
3 Industrials 12.75%
4 Consumer Discretionary 11.91%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$830K 0.01%
1,683
-16,001
227
$764K 0.01%
6,300
228
$750K 0.01%
+13,190
229
$640K 0.01%
+14,100
230
$503K ﹤0.01%
4,198
231
$495K ﹤0.01%
+1,980
232
$447K ﹤0.01%
27,795
233
$399K ﹤0.01%
14,180
+2,220
234
$391K ﹤0.01%
18,820
-37,390
235
$379K ﹤0.01%
+6,000
236
$363K ﹤0.01%
3,700
237
$360K ﹤0.01%
5,852
-1,001,806
238
$325K ﹤0.01%
3,500
-309,039
239
$323K ﹤0.01%
+2,415
240
$276K ﹤0.01%
4,719
241
– –
-489,663
242
– –
-1,160,336
243
– –
-14,200
244
– –
-538,340
245
– –
-4,526,289
246
– –
-1,463,591
247
– –
-1,367,929
248
– –
-780,552
249
– –
-111,931
250
– –
-235,603
8 9
10
11 12