Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.45%
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
+$95.8M
2
+$89.4M
3
+$66.9M
4
CCL icon
Carnival Corporation Ltd
CCL
+$64.4M
5
DIS icon
Walt Disney
DIS
+$62.3M

Top Sells

1
+$102M
2
+$97.9M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$90.9M
5
PM icon
Philip Morris
PM
+$88.2M

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
– –
-621,758
252
– –
-879,075
253
– –
-40,879
254
– –
-174,149
255
– –
-109,170
256
– –
-13,458
257
– –
-2,783,870
258
– –
-155,116
259
– –
-520,135
260
– –
-1,463,780
261
– –
-53,000
262
– –
-90
263
– –
-80,392
264
– –
-834,282
265
– –
-273,545
266
– –
-309,819
267
– –
-76,300
268
– –
-587,893
269
– –
-452,991
270
– –
-147,263
271
– –
-128,700
272
– –
-3,900
273
– –
-970,892
274
– –
-786,094
275
– –
-440,200
8 9 10
11
12