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Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
49.45%
This Fund
S&P 500
This Quarter
Est. Return
+3.29%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$14.5B
AUM Growth
–
Cap. Flow
+$14.5B
Cap. Flow
% of AUM
99.61%
Top 10 Holdings %
Top 10 Hldgs %
15.75%
Holding
358
New
357
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$390M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$312M |
| 3 |
CELG
Celgene Corp
CELG
|
+$280M |
| 4 |
ANDV
Andeavor
ANDV
|
+$255M |
| 5 |
Visa
V
|
+$188M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.77% |
| 2 | Healthcare | 14.81% |
| 3 | Technology | 12.88% |
| 4 | Industrials | 12.71% |
| 5 | Financials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Calix
CALX
$2.46B
| $345K | ﹤0.01% |
+34,200
| New | +$318K |
|
327
NewMarket
NEU
$8.08B
| $339K | ﹤0.01% |
+1,290
| New | +$348K |
|
328
US Physical Therapy
USPH
$1.18B
| $334K | ﹤0.01% |
+12,100
| New | +$320K |
|
329
Ventas
VTR
$46.1B
| $328K | ﹤0.01% |
+4,132
| New | +$355K |
|
330
Cracker Barrel
CBRL
$1.28B
| $317K | ﹤0.01% |
+3,350
| New | +$292K |
|
|
CCXI
331
DELISTED
ChemoCentryx, Inc.
CCXI
| $307K | ﹤0.01% |
+21,700
| New | +$281K |
|
|
SANW
332
DELISTED
S&W Seed Co
SANW
| $297K | ﹤0.01% |
+1,863
| New | +$312K |
|
|
DF
333
DELISTED
Dean Foods Company
DF
| $297K | ﹤0.01% |
+14,800
| New | +$271K |
|
334
JetBlue
JBLU
$2.47B
| $293K | ﹤0.01% |
+46,600
| New | +$305K |
|
|
KEG
335
DELISTED
KEY ENERGY SERVICES INC
KEG
| $287K | ﹤0.01% |
+48,300
| New | +$287K |
|
|
CCC
336
DELISTED
Calgon Carbon Corp
CCC
| $285K | ﹤0.01% |
+17,100
| New | +$296K |
|
337
Ligand Pharmaceuticals
LGND
$5.96B
| $254K | ﹤0.01% |
+10,900
| New | +$196K |
|
|
GPX
338
DELISTED
GP Strategies Corp.
GPX
| $243K | ﹤0.01% |
+10,200
| New | +$235K |
|
339
StealthGas
GASS
$321M
| $239K | ﹤0.01% |
+21,700
| New | +$229K |
|
340
Chevron
CVX
$379B
| $237K | ﹤0.01% |
+2,000
| New | +$242K |
|
341
Boston Properties
BXP
$11.3B
| $232K | ﹤0.01% |
+2,200
| New | +$239K |
|
|
P
342
DELISTED
Pandora Media Inc
P
| $230K | ﹤0.01% |
+12,500
| New | +$187K |
|
343
Emerson Electric
EMR
$86.2B
| $218K | ﹤0.01% |
+4,000
| New | +$225K |
|
|
TNH
344
DELISTED
Terra Nitrogen
TNH
| $214K | ﹤0.01% |
+1,000
| New | +$209K |
|
345
Mueller Water Products
MWA
$4.14B
| $211K | ﹤0.01% |
+30,600
| New | +$203K |
|
346
UnitedHealth
UNH
$374B
| $210K | ﹤0.01% |
+3,200
| New | +$199K |
|
347
3M
MMM
$93B
| $207K | ﹤0.01% |
+2,265
| New | +$206K |
|
|
KERX
348
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $207K | ﹤0.01% |
+27,700
| New | +$216K |
|
349
Interparfums
IPAR
$4.08B
| $202K | ﹤0.01% |
+7,100
| New | +$207K |
|
350
AT&T
T
$160B
| $200K | ﹤0.01% |
+7,467
| New | +$207K |
|
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Westfield Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Westfield Capital Management, which disclosed 358 positions worth $14.5B. Its ten largest holdings account for 16% of the portfolio.
Its largest position is Apple: 25,321,464 shares worth $359M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, followed by Healthcare and Technology.
- Westfield Capital Management's largest Q2 2013 buy was Apple: 25,321,464 shares worth $359M.
- Westfield Capital Management's ten largest holdings make up 16% of its $14.5B portfolio in Q2 2013.
- Westfield Capital Management disclosed 358 positions in Q2 2013, its first 13F filing on record.
Based on Westfield Capital Management's 13F filing for Q2 2013, filed 9 Aug 2013.