Westfield Capital Management Portfolio holdings
AUM
$23.8B
This Quarter Return
-19.59%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$12.7B
AUM Growth
+$12.7B
(-19%)
Cap. Flow
+$757M
Cap. Flow
% of AUM
5.96%
Top 10 Holdings %
Top 10 Hldgs %
22.06%
Holding
258
New
23
Increased
127
Reduced
69
Closed
23
Top Buys
| 1 |
WESCO International
WCC
|
$62.4M |
| 2 |
Lantheus
LNTH
|
$62M |
| 3 |
Snowflake
SNOW
|
$46.6M |
| 4 |
Marvell Technology
MRVL
|
$45.3M |
| 5 |
Deckers Outdoor
DECK
|
$45M |
Top Sells
| 1 |
Ironwood Pharmaceuticals
IRWD
|
$71.7M |
| 2 |
TopBuild
BLD
|
$63.6M |
| 3 |
Charles Schwab
SCHW
|
$62.3M |
| 4 |
Silicon Motion
SIMO
|
$58.4M |
| 5 |
ZEN
ZENDESK INC
ZEN
|
$57.5M |
Sector Composition
| 1 | Technology | 31.06% |
| 2 | Healthcare | 18.85% |
| 3 | Industrials | 14.05% |
| 4 | Consumer Discretionary | 11.55% |
| 5 | Financials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ford
F
$46.2B
| – | – |
-403,125
| Closed | -$6.82M |
|
252
EverQuote
EVER
$841M
| – | – |
-21,690
| Closed | -$351K |
|
253
EPAM Systems
EPAM
$9.69B
| – | – |
-41,383
| Closed | -$12.3M |
|
254
Elanco Animal Health
ELAN
$8.62B
| – | – |
-452,877
| Closed | -$11.8M |
|
255
Cognizant
CTSH
$35.1B
| – | – |
-368,187
| Closed | -$33M |
|
256
Civitas Resources
CIVI
$3.22B
| – | – |
-65,455
| Closed | -$3.91M |
|
|
257
TopBuild
BLD
$11.8B
| – | – |
-350,443
| Closed | -$63.6M |
|
258
Alexandria Real Estate Equities
ARE
$13.9B
| – | – |
-37,120
| Closed | -$7.47M |
|