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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 | |
|---|---|---|---|---|---|---|
|
ADNC
351
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
| $198K | ﹤0.01% |
+15,000
| New | +$219K |
|
|
ARRY
352
DELISTED
Array Biopharma Inc
ARRY
| $195K | ﹤0.01% |
+43,000
| New | +$231K |
|
353
Novavax
NVAX
$1.27B
| $176K | ﹤0.01% |
+4,295
| New | +$186K |
|
|
SGMO
354
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $169K | ﹤0.01% |
+21,600
| New | +$188K |
|
|
WWAV.B
355
DELISTED
THE WHITEWAVE FOODS COMPANY CLASS B COM STK
WWAV.B
| $164K | ﹤0.01% |
+10,768
| New | +$177K |
|
356
Savara
SVRA
$1.13B
| $145K | ﹤0.01% |
+4,823
| New | +$214K |
|
|
QLTI
357
DELISTED
QLT Inc
QLTI
| $116K | ﹤0.01% |
+26,500
| New | +$214K |
|
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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.