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
$23B
AUM Growth
+$838M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$125M
3
+$121M
4
XYZ
Block Inc
XYZ
+$120M
5
FTAI icon
FTAI Aviation
FTAI
+$119M

Top Sells

1
+$274M
2
+$159M
3
+$145M
4
MDB icon
MongoDB
MDB
+$134M
5
SUI icon
Sun Communities
SUI
+$130M

Sector Composition

1 Technology 32.61%
2 Industrials 17.89%
3 Healthcare 15.99%
4 Consumer Discretionary 11.72%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.4M 0.18%
329,071
+32,014
152
$42.4M 0.18%
1,580,245
+404,486
153
$42.1M 0.18%
522,663
-383,018
154
$42.1M 0.18%
+324,801
155
$41.8M 0.18%
993,157
+384,700
156
$41.5M 0.18%
2,424,019
+528,293
157
$40.6M 0.18%
325,495
+88,184
158
$39.6M 0.17%
881,460
+385,752
159
$39.5M 0.17%
+438,710
160
$39.1M 0.17%
690,222
-29,472
161
$39M 0.17%
162,829
+18,372
162
$36.5M 0.16%
2,610,337
+759,392
163
$35.7M 0.16%
1,066,254
-184,718
164
$34.6M 0.15%
1,273,972
+140,109
165
$33.6M 0.15%
402,145
-41,680
166
$32.8M 0.14%
847,494
+129,030
167
$30.4M 0.13%
3,886,794
+880,756
168
$30.2M 0.13%
1,057,824
+451,168
169
$27M 0.12%
+353,015
170
$26.9M 0.12%
1,998,770
+704,490
171
$25.8M 0.11%
269,750
-250,906
172
$25.5M 0.11%
792,879
+212,061
173
$24.9M 0.11%
+1,490,118
174
$19.6M 0.09%
147,602
+16,581
175
$18.4M 0.08%
+2,128,978
5 6
7
8 9