Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+19.54%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$16.9B
AUM Growth
+$1.4B
(+9.1%)
Cap. Flow
-$832M
Cap. Flow
% of AUM
-4.94%
Top 10 Holdings %
Top 10 Hldgs %
21.32%
Holding
274
New
39
Increased
52
Reduced
135
Closed
27
Top Buys
| 1 |
AbbVie
ABBV
|
$149M |
| 2 |
Essex Property Trust
ESS
|
$112M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$77.4M |
| 5 |
National Vision
EYE
|
$69.5M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$130M |
| 2 |
Align Technology
ALGN
|
$128M |
| 3 |
T-Mobile US
TMUS
|
$127M |
| 4 |
American Tower
AMT
|
$94.7M |
| 5 |
Apple
AAPL
|
$86M |
Sector Composition
| 1 | Technology | 33.25% |
| 2 | Healthcare | 21.79% |
| 3 | Industrials | 13.21% |
| 4 | Consumer Discretionary | 13.08% |
| 5 | Financials | 7.71% |
