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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 | |
|---|---|---|---|---|---|---|
126
CoStar Group
CSGP
$11.7B
| $38.2M | 0.26% |
+2,959,670
| New | +$33.5M |
|
127
Genpact
G
$5.96B
| $38.1M | 0.26% |
+1,981,390
| New | +$37.6M |
|
|
CEB
128
DELISTED
CEB Inc.
CEB
| $38.1M | 0.26% |
+603,008
| New | +$35.5M |
|
129
Eastman Chemical
EMN
$8B
| $36.6M | 0.25% |
+523,306
| New | +$36.5M |
|
|
KS
130
DELISTED
KapStone Paper and Pack Corp.
KS
| $36.4M | 0.25% |
+1,812,992
| New | +$27.9M |
|
131
Mattel
MAT
$4.38B
| $36.3M | 0.25% |
+800,970
| New | +$35.9M |
|
|
INFA
132
DELISTED
INFORMATICA CORP
INFA
| $36.2M | 0.25% |
+1,034,800
| New | +$35.7M |
|
133
Broadcom
AVGO
$1.85T
| $36.1M | 0.25% |
+9,664,650
| New | +$33.7M |
|
134
Owens Corning
OC
$11.2B
| $35.9M | 0.25% |
+918,150
| New | +$38.3M |
|
|
BCR
135
DELISTED
CR Bard Inc.
BCR
| $35.8M | 0.25% |
+329,610
| New | +$34.3M |
|
136
Community Health Systems
CYH
$393M
| $35.6M | 0.24% |
+918,378
| New | +$34.6M |
|
137
Steris
STE
$22.3B
| $35.4M | 0.24% |
+826,356
| New | +$35.6M |
|
138
Norfolk Southern
NSC
$75.4B
| $35.3M | 0.24% |
+486,525
| New | +$37.1M |
|
|
TGNA
139
DELISTED
TEGNA Inc
TGNA
| $34.8M | 0.24% |
+2,717,075
| New | +$30.7M |
|
140
Mercado Libre
MELI
$95.2B
| $34.2M | 0.24% |
+317,560
| New | +$34.3M |
|
|
SCS
141
DELISTED
Steelcase
SCS
| $34.1M | 0.23% |
+2,338,267
| New | +$31.6M |
|
142
Titan International
TWI
$466M
| $34M | 0.23% |
+2,012,892
| New | +$42.2M |
|
143
Mohawk Industries
MHK
$7.5B
| $33.9M | 0.23% |
+301,280
| New | +$34M |
|
|
MASI
144
DELISTED
Masimo
MASI
| $33.8M | 0.23% |
+1,595,278
| New | +$33.6M |
|
|
WFT
145
DELISTED
Weatherford International plc
WFT
| $32.5M | 0.22% |
+2,374,110
| New | +$31.5M |
|
|
SPN
146
DELISTED
Superior Energy Services, Inc.
SPN
| $32.5M | 0.22% |
+125,298
| New | +$33.3M |
|
|
VOLC
147
DELISTED
VOLCANO CORPORATION COM STK
VOLC
| $31.9M | 0.22% |
+1,760,248
| New | +$33.7M |
|
148
Interface
TILE
$1.99B
| $31.1M | 0.21% |
+1,833,384
| New | +$32M |
|
|
AWAY
149
DELISTED
HOMEAWAY INC COM
AWAY
| $30.9M | 0.21% |
+954,570
| New | +$29.3M |
|
150
East-West Bancorp
EWBC
$17.9B
| $30.9M | 0.21% |
+1,122,315
| New | +$28.5M |
|
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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.