Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 41.68%
This Quarter Est. Return
1 Year Est. Return
+41.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$121M
3
+$95.2M
4
UNH icon
UnitedHealth
UNH
+$88M
5
GE icon
GE Aerospace
GE
+$77.8M

Top Sells

1
+$148M
2
+$105M
3
+$89.5M
4
LRCX icon
Lam Research
LRCX
+$79.3M
5
CHTR icon
Charter Communications
CHTR
+$78.3M

Sector Composition

1 Healthcare 20.46%
2 Technology 16.23%
3 Industrials 15.74%
4 Consumer Discretionary 11.32%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$119M 0.96%
497,703
-77,532
27
$119M 0.96%
926,025
-55,537
28
$116M 0.94%
3,284,303
+829,275
29
$114M 0.92%
1,716,914
-132,402
30
$108M 0.87%
686,845
+10,944
31
$107M 0.87%
2,869,972
-457,204
32
$107M 0.86%
2,552,912
+781,824
33
$104M 0.84%
954,061
-67,113
34
$104M 0.84%
1,540,654
-92,402
35
$103M 0.83%
1,482,823
-524,576
36
$101M 0.81%
963,202
+4,984
37
$98.4M 0.79%
7,988,965
+735,872
38
$96.1M 0.78%
332,409
-3,465
39
$95.2M 0.77%
+2,322,433
40
$94.7M 0.76%
3,380,543
-203,086
41
$94.4M 0.76%
301,521
+55,858
42
$93.9M 0.76%
598,163
-117,964
43
$92.8M 0.75%
662,497
+628,837
44
$87.1M 0.7%
943,694
-62,670
45
$86.1M 0.7%
696,864
+126,665
46
$85.2M 0.69%
600,458
+548,407
47
$84.4M 0.68%
3,898,320
-362,890
48
$83.5M 0.67%
1,057,329
-343,811
49
$82.2M 0.66%
6,001,969
-4,573,669
50
$81.7M 0.66%
3,373,818
-1,244,177
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