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
$13B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$87.5M
3
+$77.8M
4
COST icon
Costco
COST
+$70.8M
5
CMA icon
Comerica
CMA
+$64.8M

Top Sells

1
+$136M
2
+$96.7M
3
+$90.3M
4
VZ icon
Verizon
VZ
+$76.7M
5
LLY icon
Eli Lilly
LLY
+$71.5M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.72%
3 Industrials 14.12%
4 Financials 12.28%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$115M 0.89%
1,148,183
+416,928
27
$115M 0.88%
892,335
-1,959
28
$108M 0.83%
67,595
-85,284
29
$105M 0.81%
1,756,838
-4,209
30
$104M 0.8%
1,050,409
-122,480
31
$104M 0.8%
181,072
+41,693
32
$103M 0.8%
1,487,045
-53,537
33
$102M 0.79%
582,641
+6,830
34
$102M 0.78%
1,263,307
+330,886
35
$99.8M 0.77%
3,029,611
+125,136
36
$98.8M 0.76%
610,726
+541,126
37
$98.2M 0.76%
980,149
-39,075
38
$97.5M 0.75%
2,783,870
-217,173
39
$96.8M 0.75%
618,209
+27,592
40
$96.4M 0.74%
504,360
+38,529
41
$95.3M 0.73%
2,627,440
-258,590
42
$94.5M 0.73%
462,501
-22,584
43
$94.3M 0.73%
3,144,783
-610,933
44
$94M 0.72%
1,143,341
+201,644
45
$92.4M 0.71%
788,737
-37,178
46
$92M 0.71%
3,905,480
-447,140
47
$89.6M 0.69%
3,009,618
-301,901
48
$88.8M 0.68%
1,171,080
+13,044
49
$86.9M 0.67%
464,323
+65,033
50
$85.5M 0.66%
804,689
-36,192
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