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
$12.6B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$104M
3
+$63.5M
4
OKTA icon
Okta
OKTA
+$62.7M
5
DAY
Dayforce
DAY
+$61.1M

Top Sells

1
+$81.5M
2
+$79.3M
3
+$75M
4
ULTA icon
Ulta Beauty
ULTA
+$67M
5
AVLR
Avalara, Inc.
AVLR
+$62.5M

Sector Composition

1 Technology 28.42%
2 Healthcare 18.77%
3 Industrials 14.76%
4 Consumer Discretionary 13.62%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K ﹤0.01%
4,720
227
$327K ﹤0.01%
7,860
228
$311K ﹤0.01%
2,498
229
$303K ﹤0.01%
42,870
-1,476,488
230
$201K ﹤0.01%
+38,860
231
– –
-1,220
232
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-178,449
233
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-888,801
234
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-124,077
235
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-154,128
236
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-52,309
237
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-48,415
238
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239
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-103,029
240
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241
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-19,596
242
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243
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244
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-111,143
245
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246
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-35,446
247
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-173,843
248
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-899,439
250
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-79,831
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