Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
-16.46%
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
-$2.52B
(-18%)
Cap. Flow
-$281M
Cap. Flow
% of AUM
-2.39%
Top 10 Holdings %
Top 10 Hldgs %
19.08%
Holding
289
New
40
Increased
99
Reduced
91
Closed
49
Top Buys
| 1 |
Marathon Petroleum
MPC
|
+$176M |
| 2 |
McDonald's
MCD
|
+$105M |
| 3 |
IBM
IBM
|
+$88.7M |
| 4 |
Bank of America
BAC
|
+$87.7M |
| 5 |
Broadcom
AVGO
|
+$79.7M |
Top Sells
| 1 |
ANDV
Andeavor
ANDV
|
+$232M |
| 2 |
Wells Fargo
WFC
|
+$98.7M |
| 3 |
CME Group
CME
|
+$95.7M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$90.9M |
| 5 |
Alibaba
BABA
|
+$88.7M |
Sector Composition
| 1 | Technology | 25.14% |
| 2 | Healthcare | 17.2% |
| 3 | Industrials | 12.75% |
| 4 | Consumer Discretionary | 11.91% |
| 5 | Financials | 10.42% |