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
101
$42M 0.34%
+415,162
102
$41.7M 0.34%
204,117
+250
103
$41.3M 0.33%
1,267,680
-55,910
104
$41M 0.33%
829,986
+124,880
105
$40.5M 0.33%
1,042,634
-11,160
106
$40.2M 0.32%
285,072
-12,836
107
$40.1M 0.32%
481,462
-9,425
108
$38.5M 0.31%
1,723,062
+245,800
109
$37.9M 0.31%
596,975
-12,810
110
$37.4M 0.3%
+533,040
111
$36.8M 0.3%
752,860
-116,590
112
$36.8M 0.3%
3,196,956
-136,360
113
$36.6M 0.3%
+1,680,066
114
$36.4M 0.29%
733,295
-84,948
115
$36.1M 0.29%
607,384
-14,690
116
$36M 0.29%
371,100
+34,100
117
$35.9M 0.29%
1,593,066
-17,040
118
$35.7M 0.29%
+690,112
119
$35.6M 0.29%
379,485
-513,483
120
$35.1M 0.28%
475,175
-460,803
121
$34.8M 0.28%
451,234
-2,765
122
$34.6M 0.28%
838,720
-191,660
123
$34.2M 0.28%
575,453
-250,011
124
$33.6M 0.27%
1,471,245
-277,485
125
$33.6M 0.27%
1,370,140
+53,434
3 4
5
6 7