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
$15.4B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$111M
3
+$89.9M
4
TGT icon
Target
TGT
+$73M
5
MRSH
Marsh
MRSH
+$64.8M

Top Sells

1
+$136M
2
+$112M
3
+$74.9M
4
WTW icon
Willis Towers Watson
WTW
+$74.9M
5
HLT icon
Hilton Worldwide
HLT
+$70.5M

Sector Composition

1 Technology 32.38%
2 Healthcare 21.38%
3 Consumer Discretionary 13.6%
4 Industrials 12.1%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$493K ﹤0.01%
5,940
-196,331
227
$484K ﹤0.01%
8,840
-397,697
228
$483K ﹤0.01%
6,020
-313,598
229
$457K ﹤0.01%
1,900
230
$430K ﹤0.01%
+4,820
231
$396K ﹤0.01%
+930
232
$361K ﹤0.01%
+7,250
233
$331K ﹤0.01%
14,939
-2,086
234
$259K ﹤0.01%
+9,200
235
$215K ﹤0.01%
+2,740
236
– –
-1,814,805
237
– –
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238
– –
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239
– –
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240
– –
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241
– –
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242
– –
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243
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– –
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245
– –
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246
– –
-5,560
247
– –
-823,587
248
– –
-415,717
249
– –
-21,525
250
– –
-800,715
7 8 9
10
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