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
$16.1B
AUM Growth
-$762M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$116M
3
+$93M
4
INTU icon
Intuit
INTU
+$90.5M
5
CE icon
Celanese
CE
+$77.6M

Top Sells

1
+$168M
2
+$154M
3
+$136M
4
AMAT icon
Applied Materials
AMAT
+$106M
5
BMY icon
Bristol-Myers Squibb
BMY
+$92.2M

Sector Composition

1 Technology 30.9%
2 Healthcare 21.56%
3 Industrials 13.8%
4 Consumer Discretionary 12.99%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-328,405
252
– –
-141,039
253
– –
-97,465
254
– –
-210,923
255
– –
-2,140
256
– –
-568,338
257
– –
-23,659
258
– –
-24,130
259
– –
-263,771
260
– –
-106,520
261
– –
-40,929
262
– –
-3,740
263
– –
-115,936
264
– –
-12,431
265
– –
-147,249
266
– –
-12,140
267
– –
-717,918
268
– –
-1,003,631
269
– –
-1,578,920
270
– –
-25,560
271
– –
-1,513,001
272
– –
-2,995,125
273
– –
-26,200
274
– –
-895,559
275
– –
-353,603
8 9 10
11
12