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
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$90.7M
3
+$68.5M
4
DIS icon
Walt Disney
DIS
+$63.8M
5
CCL icon
Carnival Corp
CCL
+$58.2M

Top Sells

1
+$107M
2
+$98.5M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$85.8M
5
PM icon
Philip Morris
PM
+$83.9M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-846,816
252
– –
-777,080
253
– –
-509,020
254
– –
-34,363
255
– –
-621,758
256
– –
-879,075
257
– –
-40,879
258
– –
-174,149
259
– –
-109,170
260
– –
-13,458
261
– –
-2,783,870
262
– –
-155,116
263
– –
-520,135
264
– –
-1,463,780
265
– –
-53,000
266
– –
-90
267
– –
-80,392
268
– –
-834,282
269
– –
-273,545
270
– –
-309,819
271
– –
-76,300
272
– –
-587,893
273
– –
-452,991
274
– –
-147,263
275
– –
-128,700
8 9 10
11
12