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
$13.3B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$111M
3
+$75.4M
4
WMT icon
Walmart
WMT
+$68.8M
5
QCOM icon
Qualcomm
QCOM
+$64.7M

Top Sells

1
+$120M
2
+$119M
3
+$107M
4
IBM icon
IBM
IBM
+$71M
5
BA icon
Boeing
BA
+$61.2M

Sector Composition

1 Technology 26.07%
2 Healthcare 15.49%
3 Industrials 13.3%
4 Consumer Discretionary 12.45%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$609K ﹤0.01%
27,650
227
$595K ﹤0.01%
+6,091
228
$574K ﹤0.01%
2,454
-234,796
229
$529K ﹤0.01%
8,200
+4,000
230
$507K ﹤0.01%
18,820
231
$463K ﹤0.01%
3,700
232
$447K ﹤0.01%
10,900
233
$370K ﹤0.01%
+11,550
234
$358K ﹤0.01%
+34,300
235
$352K ﹤0.01%
+3,400
236
$323K ﹤0.01%
4,719
237
$320K ﹤0.01%
+3,100
238
$314K ﹤0.01%
4,385
239
$297K ﹤0.01%
+12,340
240
$276K ﹤0.01%
2,092
-538,440
241
$225K ﹤0.01%
603
242
$224K ﹤0.01%
+5,500
243
$149K ﹤0.01%
+31,400
244
– –
-3,000
245
– –
-9,812
246
– –
-506,625
247
– –
-561,167
248
– –
-2,644,464
249
– –
-51,100
250
– –
-823,310
8 9
10
11 12