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
$14.5B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$78.2M
3
+$73.6M
4
SUI icon
Sun Communities
SUI
+$60.5M
5
PODD icon
Insulet
PODD
+$53.9M

Top Sells

1
+$123M
2
+$114M
3
+$74.5M
4
FISV
Fiserv Inc
FISV
+$67M
5
NVDA icon
NVIDIA
NVDA
+$59.5M

Sector Composition

1 Technology 33.47%
2 Healthcare 21.74%
3 Industrials 11.97%
4 Consumer Discretionary 11.34%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K ﹤0.01%
1,893
-72,020
227
$404K ﹤0.01%
17,025
-894,946
228
$375K ﹤0.01%
2,180
-3,250
229
$242K ﹤0.01%
2,092
230
$214K ﹤0.01%
+1,117
231
– –
-138,664
232
– –
-241,780
233
– –
-22,199
234
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-809,756
235
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-168,641
236
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-728,547
237
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-108,670
238
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-2,019,164
239
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-2,685,919
240
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-426,471
241
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-391,924
242
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-705,628
243
– –
-1,272,774
244
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-314,127
245
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-47,350
246
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-232,628
247
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-684,891
248
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-64,300
249
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-1,018,384
250
– –
-651,746
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