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
126
$33.5M 0.26%
1,685,969
-858,280
127
$33M 0.25%
1,749,119
+20,138
128
$32.9M 0.25%
567,625
+36,855
129
$32.8M 0.25%
+1,208,815
130
$32.5M 0.25%
531,185
-34,870
131
$32.4M 0.25%
256,300
-62,245
132
$32.4M 0.25%
184,733
-25,355
133
$32.2M 0.25%
683,705
-52,105
134
$32.1M 0.25%
440,450
-266,359
135
$32M 0.25%
131,201
-6,303
136
$31.9M 0.25%
279,029
-5,857
137
$31.8M 0.25%
1,644,968
-144,386
138
$31.6M 0.24%
426,345
-45,000
139
$30.9M 0.24%
416,666
-31,800
140
$30.2M 0.23%
482,735
-33,330
141
$30.2M 0.23%
330,104
-119,115
142
$30.1M 0.23%
+172,825
143
$29.6M 0.23%
595,855
+29,445
144
$29.3M 0.23%
733,920
+238,970
145
$29.2M 0.22%
361,005
-47,725
146
$29.1M 0.22%
550,315
+44,760
147
$28.9M 0.22%
719,737
+97,870
148
$28.2M 0.22%
621,625
-71,900
149
$28.1M 0.22%
+777,080
150
$28M 0.22%
238,155
-108,345
4 5
6
7 8