Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+6.38%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$11.7B
AUM Growth
+$83.6M
(+0.72%)
Cap. Flow
-$559M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
16.9%
Holding
304
New
46
Increased
76
Reduced
117
Closed
55
Top Buys
| 1 |
Home Depot
HD
|
+$134M |
| 2 |
Eli Lilly
LLY
|
+$109M |
| 3 |
Philip Morris
PM
|
+$103M |
| 4 |
Trane Technologies
TT
|
+$101M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$83.4M |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$101M |
| 2 |
CME Group
CME
|
+$85.2M |
| 3 |
GE Aerospace
GE
|
+$66M |
| 4 |
HDS
HD Supply Holdings, Inc.
HDS
|
+$63M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$62.6M |
Sector Composition
| 1 | Healthcare | 18.83% |
| 2 | Technology | 17.21% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Communication Services | 11.95% |
| 5 | Industrials | 11.68% |
