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
$22.1B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$130M
3
+$102M
4
TOL icon
Toll Brothers
TOL
+$97.9M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$95.4M

Top Sells

1
+$206M
2
+$111M
3
+$80M
4
COHR icon
Coherent
COHR
+$79.2M
5
OVV icon
Ovintiv
OVV
+$70.8M

Sector Composition

1 Technology 32.86%
2 Healthcare 16.53%
3 Industrials 16.31%
4 Consumer Discretionary 11.96%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-274,850
277
– –
-4,170,722
278
– –
-255,762
279
– –
-1,086,071
280
– –
-309,497
281
– –
-9,280
282
– –
-890,023
283
– –
-47,820
284
– –
-2,827,566
285
– –
-170,010
286
– –
-5,390
287
– –
-1,421,010
288
– –
-564,517
289
– –
-191,276
8 9 10 11
12