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
76
$60.9M 0.47%
1,405,642
+209,038
77
$60.6M 0.47%
+330,155
78
$60M 0.46%
1,409,279
-99,476
79
$58.5M 0.45%
622,954
-35,108
80
$58.4M 0.45%
1,119,169
-365,674
81
$57.5M 0.44%
1,141,482
-135,562
82
$57.4M 0.44%
652,958
+164,490
83
$57.3M 0.44%
986,636
+47,591
84
$56.1M 0.43%
1,965,825
+200,116
85
$54.5M 0.42%
587,893
+19,460
86
$54M 0.42%
484,760
+167,287
87
$53.7M 0.41%
1,374,198
-136,670
88
$53.2M 0.41%
552,360
+3,620
89
$51.9M 0.4%
357,151
-435,627
90
$51.5M 0.4%
232,143
-22,861
91
$51.4M 0.4%
452,991
-60,510
92
$51M 0.39%
920,435
+97,855
93
$50.1M 0.39%
1,117,340
-92,555
94
$48.9M 0.38%
2,029,344
-185,152
95
$48.9M 0.38%
1,618,095
-172,880
96
$47.7M 0.37%
622,893
+163,768
97
$47.5M 0.37%
1,710,245
-320,784
98
$46.1M 0.36%
740,767
-35,148
99
$44.8M 0.35%
234,307
+95,459
100
$44.2M 0.34%
857,913
-52,775
2 3
4
5 6