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
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$89.4M
3
+$66.9M
4
CCL icon
Carnival Corp
CCL
+$64.4M
5
DIS icon
Walt Disney
DIS
+$62.3M

Top Sells

1
+$102M
2
+$97.9M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$90.9M
5
PM icon
Philip Morris
PM
+$88.2M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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279
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280
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-157,580
281
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-33,030
282
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-174,810
283
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-7,000
284
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-1,352,740
285
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-16,900
286
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-363,855
8 9 10 11
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