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
$12.6B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$104M
3
+$63.5M
4
OKTA icon
Okta
OKTA
+$62.7M
5
DAY
Dayforce
DAY
+$61.1M

Top Sells

1
+$81.5M
2
+$79.3M
3
+$75M
4
ULTA icon
Ulta Beauty
ULTA
+$67M
5
AVLR
Avalara, Inc.
AVLR
+$62.5M

Sector Composition

1 Technology 28.42%
2 Healthcare 18.77%
3 Industrials 14.76%
4 Consumer Discretionary 13.62%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,442
252
– –
-899,439
253
– –
-79,831
254
– –
-796,390
255
– –
-884,705
256
– –
-993,942
257
– –
-193,327
258
– –
-242,620
7 8 9 10
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