Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.1B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$130M
3
+$102M
4
TOL icon
Toll Brothers
TOL
+$97.9M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$95.4M

Top Sells

1
+$206M
2
+$111M
3
+$80M
4
COHR icon
Coherent
COHR
+$79.2M
5
OVV icon
Ovintiv
OVV
+$70.8M

Sector Composition

1 Technology 32.86%
2 Healthcare 16.53%
3 Industrials 16.31%
4 Consumer Discretionary 11.96%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,622,142
252
– –
-7,920
253
– –
-698,440
254
– –
-1,092,405
255
– –
-47,462
256
– –
-1,453,819
257
– –
-896,305
258
– –
-132,698
259
– –
-198,967
260
– –
-18,330
261
– –
-909,356
262
– –
-112,602
263
– –
-286,612
264
– –
-706
265
– –
-401,962
266
– –
-1,318,628
267
– –
-220,174
268
– –
-2,660
269
– –
-185
270
– –
-743,495
271
– –
-484,777
272
– –
-1,506,752
273
– –
-2,498
274
– –
-1,580,135
275
– –
-1,510,039
8 9 10
11
12