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
51
$82.1M 0.63%
299,879
-11,970
52
$80M 0.62%
1,163,573
-57,655
53
$79M 0.61%
1,420,505
+18,746
54
$78.6M 0.61%
1,676,139
+51,364
55
$78.1M 0.6%
532,586
+530,494
56
$77.7M 0.6%
1,630,056
+666,455
57
$77.2M 0.59%
1,426,489
+75,719
58
$77.1M 0.59%
907,637
+119,252
59
$76.7M 0.59%
249,849
+10,084
60
$76.2M 0.59%
486,708
+61,225
61
$71.2M 0.55%
6,645,360
-653,055
62
$71.2M 0.55%
1,254,102
+58,312
63
$71M 0.55%
475,148
-44,181
64
$70.8M 0.55%
+375,714
65
$69.3M 0.53%
463,778
-21,506
66
$68.5M 0.53%
338,238
-10,496
67
$68.2M 0.53%
1,137,694
-121,660
68
$67M 0.52%
681,207
-32,486
69
$66.2M 0.51%
3,258,620
+195,760
70
$64.8M 0.5%
+675,441
71
$64.6M 0.5%
1,339,177
+329,437
72
$64.4M 0.5%
746,440
-52,615
73
$63.3M 0.49%
535,751
-308,302
74
$62.1M 0.48%
248,444
+99,401
75
$61M 0.47%
642,790
+235,453
1 2
3
4 5