Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+6.79%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$13.3B
AUM Growth
+$142M
(+1.1%)
Cap. Flow
-$558M
Cap. Flow
% of AUM
-4.2%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
281
New
35
Increased
59
Reduced
136
Closed
38
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$122M |
| 2 |
Constellation Brands
STZ
|
+$111M |
| 3 |
Brookfield
BN
|
+$75.4M |
| 4 |
Walmart
WMT
|
+$68.8M |
| 5 |
Qualcomm
QCOM
|
+$64.7M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$120M |
| 2 |
Mastercard
MA
|
+$119M |
| 3 |
McDonald's
MCD
|
+$107M |
| 4 |
IBM
IBM
|
+$71M |
| 5 |
Boeing
BA
|
+$61.2M |
Sector Composition
| 1 | Technology | 26.07% |
| 2 | Healthcare | 15.49% |
| 3 | Industrials | 13.3% |
| 4 | Consumer Discretionary | 12.45% |
| 5 | Financials | 10.6% |