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
$23B
AUM Growth
+$838M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$125M
3
+$121M
4
XYZ
Block Inc
XYZ
+$120M
5
FTAI icon
FTAI Aviation
FTAI
+$119M

Top Sells

1
+$274M
2
+$159M
3
+$145M
4
MDB icon
MongoDB
MDB
+$134M
5
SUI icon
Sun Communities
SUI
+$130M

Sector Composition

1 Technology 32.61%
2 Industrials 17.89%
3 Healthcare 15.99%
4 Consumer Discretionary 11.72%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$523K ﹤0.01%
8,840
227
$500K ﹤0.01%
294
+85
228
$495K ﹤0.01%
+14,130
229
$441K ﹤0.01%
+16,760
230
$422K ﹤0.01%
6,350
231
$382K ﹤0.01%
4,280
+25
232
$382K ﹤0.01%
33,800
233
$380K ﹤0.01%
2,843
+7
234
$370K ﹤0.01%
149,070
235
$346K ﹤0.01%
+590
236
$298K ﹤0.01%
7,860
237
$254K ﹤0.01%
+5,799
238
$210K ﹤0.01%
1,661
-803
239
$209K ﹤0.01%
+3,910
240
– –
-1,329,093
241
– –
-345,136
242
– –
-148,377
243
– –
-2,439,577
244
– –
-7,810
245
– –
-4,299,865
246
– –
-533,449
247
– –
-50,239
248
– –
-409,522
249
– –
-536,249
250
– –
-254,319
8 9
10
11 12