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
$17.2B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$91.9M
3
+$78.8M
4
MSFT icon
Microsoft
MSFT
+$76.7M
5
MCD icon
McDonald's
MCD
+$65.3M

Top Sells

1
+$142M
2
+$136M
3
+$97.8M
4
VC icon
Visteon
VC
+$91.7M
5
DEO icon
Diageo
DEO
+$73.9M

Sector Composition

1 Technology 30.89%
2 Healthcare 18.74%
3 Industrials 16.41%
4 Consumer Discretionary 12.58%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$991K 0.01%
28,590
227
$881K 0.01%
1,410
228
$868K 0.01%
3,559
229
$813K ﹤0.01%
23,330
230
$780K ﹤0.01%
24,640
231
$763K ﹤0.01%
3,540
232
$745K ﹤0.01%
5,250
233
$554K ﹤0.01%
8,840
234
$522K ﹤0.01%
59,780
235
$506K ﹤0.01%
2,498
236
$422K ﹤0.01%
+1,393
237
$364K ﹤0.01%
+1,445
238
$358K ﹤0.01%
149,070
239
$326K ﹤0.01%
7,860
240
– –
-26,350
241
– –
-913,069
242
– –
-37,700
243
– –
-14,252
244
– –
-25,720
245
– –
-1,073,472
246
– –
-548,870
247
– –
-100,850
248
– –
-72,376
249
– –
-21,880
250
– –
-533,589
7 8 9
10
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