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
151
$27.6M 0.21%
147,263
+41,396
152
$27.4M 0.21%
350,731
-27,040
153
$26.9M 0.21%
+1,348,875
154
$26.9M 0.21%
786,094
-59,427
155
$26.7M 0.21%
267,723
-31,938
156
$26.6M 0.21%
+239,080
157
$26.1M 0.2%
420,656
-422,460
158
$26M 0.2%
834,282
-411,641
159
$25.7M 0.2%
142,195
+7,710
160
$25.6M 0.2%
521,709
-374,697
161
$25.3M 0.2%
583,699
-93,983
162
$25.1M 0.19%
520,135
+37,220
163
$24.7M 0.19%
+426,723
164
$24.3M 0.19%
220,454
-43,525
165
$24.2M 0.19%
423,587
-56,682
166
$22.9M 0.18%
1,352,740
-1,776,414
167
$22.7M 0.17%
742,075
-91,025
168
$22.6M 0.17%
480,290
-351,385
169
$22.6M 0.17%
440,200
-33,379
170
$22.1M 0.17%
431,838
-770,980
171
$22M 0.17%
851,286
-1,113,999
172
$21.9M 0.17%
565,782
-73,055
173
$21.8M 0.17%
+353,650
174
$21.8M 0.17%
846,816
-65,310
175
$21.6M 0.17%
174,810
-226,540
5 6
7
8 9