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
$16.6B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$106M
3
+$101M
4
SIVB
SVB Financial Group
SIVB
+$100M
5
AVTR icon
Avantor
AVTR
+$84.9M

Top Sells

1
+$113M
2
+$85.7M
3
+$77.7M
4
TMO icon
Thermo Fisher Scientific
TMO
+$66.6M
5
FOXA icon
Fox Class A
FOXA
+$55.6M

Sector Composition

1 Technology 31.1%
2 Healthcare 20.16%
3 Industrials 12.71%
4 Consumer Discretionary 11.61%
5 Financials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$605K ﹤0.01%
23,330
227
$588K ﹤0.01%
7,028
228
$567K ﹤0.01%
+21,690
229
$559K ﹤0.01%
8,840
230
$495K ﹤0.01%
1,140
231
$460K ﹤0.01%
+32,220
232
$415K ﹤0.01%
7,860
233
$357K ﹤0.01%
2,498
-133,394
234
$256K ﹤0.01%
2,281
+444
235
$245K ﹤0.01%
4,442
236
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-84,352
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
– –
-2,730
243
– –
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244
– –
-212,415
245
– –
-27,240
246
– –
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247
– –
-1,496,281
248
– –
-244,125
249
– –
-5,795
250
– –
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7 8 9
10
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