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
$11.7B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$105M
3
+$98M
4
BAC icon
Bank of America
BAC
+$96.5M
5
AVGO icon
Broadcom
AVGO
+$74M

Top Sells

1
+$232M
2
+$98.7M
3
+$93.9M
4
CE icon
Celanese
CE
+$92.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$90.9M

Sector Composition

1 Technology 25.14%
2 Healthcare 17.2%
3 Industrials 12.75%
4 Consumer Discretionary 11.91%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-8,383
252
– –
-358,246
253
– –
-348,794
254
– –
-9,400
255
– –
-17,500
256
– –
-8,900
257
– –
-10,700
258
– –
-129,502
259
– –
-532,659
260
– –
-636,665
261
– –
-329,569
262
– –
-837,830
263
– –
-784,232
264
– –
-326,888
265
– –
-14,900
266
– –
-4,824
267
– –
-162,395
268
– –
-104,725
269
– –
-407,410
270
– –
-2,300
271
– –
-296,977
272
– –
-1,365,547
273
– –
-1,878,284
274
– –
-114,290
275
– –
-2,356,168
8 9 10
11
12