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

Top Buys

1
+$145M
2
+$83.7M
3
+$80.6M
4
SUI icon
Sun Communities
SUI
+$61.9M
5
PODD icon
Insulet
PODD
+$54.7M

Top Sells

1
+$139M
2
+$121M
3
+$79.8M
4
NVDA icon
NVIDIA
NVDA
+$69.9M
5
FISV
Fiserv Inc
FISV
+$67M

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
– –
-92,340
232
– –
-138,664
233
– –
-241,780
234
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-22,199
235
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-809,756
236
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-168,641
237
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-728,547
238
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-108,670
239
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-2,019,164
240
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-2,685,919
241
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242
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-391,924
243
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-705,628
244
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-1,272,774
245
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-314,127
246
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-47,350
247
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-232,628
248
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-684,891
249
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-64,300
250
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-1,018,384
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