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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 | |
|---|---|---|---|---|---|---|
|
NUAN
51
DELISTED
Nuance Communications, Inc.
NUAN
| $85.3M | 0.59% |
+5,356,809
| New | +$91.3M |
|
52
Lennar Class A
LEN
$19.8B
| $84.1M | 0.58% |
+2,452,549
| New | +$93.1M |
|
53
BorgWarner
BWA
$13.1B
| $83.2M | 0.57% |
+2,195,088
| New | +$77.2M |
|
54
PPG Industries
PPG
$24.6B
| $81.9M | 0.56% |
+1,119,216
| New | +$82.9M |
|
|
JAH
55
DELISTED
JARDEN CORPORATION
JAH
| $81.3M | 0.56% |
+2,786,208
| New | +$83.7M |
|
56
Occidental Petroleum
OXY
$56.8B
| $80M | 0.55% |
+935,910
| New | +$79.1M |
|
|
CBST
57
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $76.8M | 0.53% |
+1,591,179
| New | +$78.2M |
|
|
IHS
58
DELISTED
IHS INC CL-A COM STK
IHS
| $76.2M | 0.52% |
+730,104
| New | +$74.8M |
|
59
Suncor Energy
SU
$79.4B
| $75.2M | 0.52% |
+2,548,517
| New | +$76.8M |
|
60
PACCAR
PCAR
$69.8B
| $74M | 0.51% |
+2,068,029
| New | +$71.3M |
|
|
HUB.B
61
DELISTED
HUBBELL INC CL-B
HUB.B
| $73.7M | 0.51% |
+744,747
| New | +$72.1M |
|
62
Cisco
CSCO
$457B
| $73.6M | 0.51% |
+3,025,920
| New | +$68.1M |
|
|
RDC
63
DELISTED
Rowan Companies Plc
RDC
| $72.8M | 0.5% |
+2,138,000
| New | +$71.8M |
|
64
Skyworks Solutions
SWKS
$9.37B
| $71.3M | 0.49% |
+3,259,244
| New | +$72.2M |
|
65
Ecolab
ECL
$78.1B
| $70.8M | 0.49% |
+830,915
| New | +$70.1M |
|
|
DNR
66
DELISTED
Denbury Resources, Inc.
DNR
| $70.7M | 0.49% |
+4,080,038
| New | +$73.3M |
|
67
Signet Jewelers
SIG
$3.61B
| $70M | 0.48% |
+1,038,265
| New | +$70.9M |
|
|
QLIK
68
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $69.7M | 0.48% |
+2,465,836
| New | +$68M |
|
69
Vodafone
VOD
$36.3B
| $69.4M | 0.48% |
+2,367,680
| New | +$70.6M |
|
|
BEAV
70
DELISTED
B/E Aerospace Inc
BEAV
| $68.1M | 0.47% |
+1,490,346
| New | +$67.1M |
|
71
CNX Resources
CNX
$5.3B
| $67.5M | 0.46% |
+2,987,394
| New | +$82.2M |
|
72
Urban Outfitters
URBN
$6.35B
| $66.7M | 0.46% |
+1,657,290
| New | +$68.4M |
|
73
Autodesk
ADSK
$49.5B
| $66M | 0.45% |
+1,945,330
| New | +$72.5M |
|
|
BECN
74
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $65.1M | 0.45% |
+1,717,780
| New | +$66.9M |
|
|
WCC
75
WESCO International
WCC
$16.7B
| $65M | 0.45% |
+956,725
| New | +$68.2M |
|
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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.