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
101
$44M 0.34%
255,880
-8,280
102
$43.8M 0.34%
1,326,214
+6,785
103
$43.6M 0.34%
911,770
-111,805
104
$43.3M 0.33%
+709,387
105
$42.7M 0.33%
641,638
-68,609
106
$42.6M 0.33%
374,970
-58,085
107
$41.7M 0.32%
754,066
-461,320
108
$41.5M 0.32%
330,780
-56,414
109
$41.2M 0.32%
902,320
+114,380
110
$40.8M 0.31%
327,050
-267,184
111
$38.4M 0.3%
1,191,575
-90,919
112
$38.2M 0.29%
380,646
-20,830
113
$37.8M 0.29%
284,146
-21,219
114
$37.7M 0.29%
1,182,545
-64,315
115
$37.3M 0.29%
621,758
-184,345
116
$36.5M 0.28%
+437,560
117
$36.2M 0.28%
239,370
-5,111
118
$36.1M 0.28%
+369,645
119
$36M 0.28%
1,786,145
-235,405
120
$36M 0.28%
1,188,834
+287,844
121
$35.7M 0.28%
714,365
-54,575
122
$35.4M 0.27%
920,425
-26,690
123
$35.1M 0.27%
551,375
-41,977
124
$35M 0.27%
587,331
-2,738
125
$34.4M 0.27%
+377,485
3 4
5
6 7