Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+4.87%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$16.8B
AUM Growth
+$94M
(+0.56%)
Cap. Flow
-$472M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
17.18%
Holding
362
New
38
Increased
90
Reduced
146
Closed
50
Top Buys
| 1 |
Verizon
VZ
|
+$168M |
| 2 |
Trane Technologies
TT
|
+$143M |
| 3 |
Celanese
CE
|
+$107M |
| 4 |
Estee Lauder
EL
|
+$103M |
| 5 |
Oracle
ORCL
|
+$66.5M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$169M |
| 2 |
ARTC
ARTHROCARE CORP
ARTC
|
+$118M |
| 3 |
eBay
EBAY
|
+$109M |
| 4 |
Ecolab
ECL
|
+$107M |
| 5 |
WFM
Whole Foods Market Inc
WFM
|
+$86.3M |
Sector Composition
| 1 | Healthcare | 17.97% |
| 2 | Industrials | 14.66% |
| 3 | Technology | 14.16% |
| 4 | Communication Services | 9.98% |
| 5 | Consumer Discretionary | 9.36% |
