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
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$90.7M
3
+$68.5M
4
DIS icon
Walt Disney
DIS
+$63.8M
5
CCL icon
Carnival Corp
CCL
+$58.2M

Top Sells

1
+$107M
2
+$98.5M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$85.8M
5
PM icon
Philip Morris
PM
+$83.9M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35.8M 0.27%
277,414
-1,615
127
$35.7M 0.27%
364,598
+34,494
128
$35.6M 0.27%
138,506
+7,305
129
$35.5M 0.26%
1,839,569
+90,450
130
$35.2M 0.26%
48,070
-19,525
131
$35.1M 0.26%
832,885
-308,597
132
$34.5M 0.26%
873,744
+368,999
133
$33.8M 0.25%
+614,700
134
$33.3M 0.25%
1,044,465
+302,390
135
$33.3M 0.25%
201,000
-262,778
136
$33.1M 0.25%
1,811,060
+125,091
137
$32.7M 0.24%
283,865
-91,105
138
$32.7M 0.24%
600,023
-311,747
139
$31.9M 0.24%
+1,432,660
140
$31.8M 0.24%
339,178
-11,553
141
$31.3M 0.23%
+325,370
142
$30.8M 0.23%
428,990
-11,460
143
$30.5M 0.23%
468,026
-14,709
144
$30M 0.22%
353,508
-289,282
145
$29.9M 0.22%
1,099,147
+385,979
146
$29.9M 0.22%
833,389
-575,890
147
$29.8M 0.22%
477,441
+56,785
148
$29.6M 0.22%
302,860
-58,145
149
$29.5M 0.22%
+365,115
150
$29.4M 0.22%
236,585
-2,495
4 5
6
7 8