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
$13B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$86.1M
3
+$80.3M
4
COST icon
Costco
COST
+$70.9M
5
CMA
Comerica
CMA
+$64.4M

Top Sells

1
+$110M
2
+$92.3M
3
+$90.3M
4
VZ icon
Verizon
VZ
+$80.6M
5
LLY icon
Eli Lilly
LLY
+$74.4M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.72%
3 Industrials 14.12%
4 Financials 12.28%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-864,275
277
– –
-332,343
278
– –
-323,925
8 9 10 11
12