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
$12.4B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$125M
3
+$89.3M
4
UNH icon
UnitedHealth
UNH
+$88.1M
5
GE icon
GE Aerospace
GE
+$81.8M

Top Sells

1
+$148M
2
+$105M
3
+$94.8M
4
LRCX icon
Lam Research
LRCX
+$79.3M
5
CHTR icon
Charter Communications
CHTR
+$73.2M

Sector Composition

1 Healthcare 20.46%
2 Technology 16.23%
3 Industrials 15.74%
4 Consumer Discretionary 11.32%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,800
252
– –
-1,057,210
253
– –
-411,360
254
– –
-98,243
255
– –
-813,708
256
– –
-2,750
257
– –
-347,192
258
– –
-32,400
259
– –
-302,823
260
– –
-467,835
261
– –
-6,400
262
– –
-203,121
263
– –
-63,279
264
– –
-2,841,154
265
– –
-9,434,110
266
– –
-211,349
267
– –
-780,855
268
– –
-128,669
269
– –
-808,573
270
– –
-2,285,518
271
– –
-35,700
272
– –
-291,642
273
– –
-242,994
274
– –
-2,946,519
275
– –
-68,559
8 9 10
11
12