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
$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 Corporation Ltd
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
– –
-128,094
277
– –
-157,580
278
– –
-33,030
279
– –
-174,810
280
– –
-7,000
281
– –
-1,352,740
282
– –
-16,900
283
– –
-363,855
284
– –
-10,659
285
– –
-622,893
286
– –
-750,825
8 9 10 11
12