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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+12.52%
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
$15.6B
AUM Growth
+$1.1B
Cap. Flow
-$339M
Cap. Flow %
-2.17%
Top 10 Hldgs %
15.78%
Holding
393
New
35
Increased
71
Reduced
176
Closed
47

Top Buys

Rank Stock Value
1
VPHM
VIROPHARMA INC
VPHM
+$137M
2
AMGN icon
Amgen
AMGN
+$130M
3
AME icon
Ametek
AME
+$116M
4
ALTR
Altera Corp
ALTR
+$92M
5
META icon
Meta Platforms (Facebook)
META
+$83.3M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$117M
2
PFE icon
Pfizer
PFE
+$110M
3
NKE icon
Nike
NKE
+$108M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$86.1M
5
OXY icon
Occidental Petroleum
OXY
+$74.3M

Sector Composition

Rank Sector Weight
1 Healthcare 15.99%
2 Consumer Discretionary 15.07%
3 Industrials 12.48%
4 Technology 12.03%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
176
Cognizant
CTSH
$24.9B
$26M 0.17%
634,086
-21,068
-3% -$782K
SFLY
177
DELISTED
Shutterfly, Inc.
SFLY
$25.8M 0.17%
462,370
+92,380
+25% +$5.14M
MANU icon
178
Manchester United
MANU
$3.9B
$25.6M 0.16%
1,475,219
-26,270
-2% -$449K
AKAM icon
179
Akamai
AKAM
$17.9B
$25.6M 0.16%
494,935
+79,445
+19% +$3.75M
SHOO icon
180
Steven Madden
SHOO
$3.49B
$25.4M 0.16%
1,061,672
+193,008
+22% +$4.54M
AWAY
181
DELISTED
HOMEAWAY INC COM
AWAY
$25.3M 0.16%
905,270
-49,300
-5% -$1.53M
WNR
182
DELISTED
Western Refining Inc
WNR
$25.3M 0.16%
842,410
-48,900
-5% -$1.44M
NICE icon
183
Nice
NICE
$5.9B
$24.9M 0.16%
600,802
-7,881
-1% -$304K
GWRE icon
184
Guidewire Software
GWRE
$13.3B
$24.1M 0.15%
512,147
+13,122
+3% +$590K
MWV
185
DELISTED
MEADWESTVACO CORP
MWV
$23.8M 0.15%
619,765
+163,035
+36% +$6M
EWBC icon
186
East-West Bancorp
EWBC
$18.3B
$23.5M 0.15%
736,085
-386,230
-34% -$11.7M
ARCO icon
187
Arcos Dorados Holdings
ARCO
$1.75B
$23.4M 0.15%
2,033,346
+790,556
+64% +$9.06M
OIS icon
188
Oil States International
OIS
$497M
$23.4M 0.15%
396,463
-23,318
-6% -$1.27M
AVNT icon
189
Avient
AVNT
$3.43B
$23.4M 0.15%
+761,763
New +$21.5M
WTW icon
190
Willis Towers Watson
WTW
$31.7B
$23.4M 0.15%
203,642
+51,834
+34% +$5.85M
TWI icon
191
Titan International
TWI
$466M
$22.5M 0.14%
1,537,512
-475,380
-24% -$7.85M
VR
192
DELISTED
Validus Hold Ltd
VR
$22.3M 0.14%
603,980
-209,670
-26% -$7.42M
TIF
193
DELISTED
Tiffany & Co.
TIF
$22.1M 0.14%
287,990
+48,180
+20% +$3.79M
HOT
194
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$22M 0.14%
330,340
-5,420
-2% -$359K
IT icon
195
Gartner
IT
$10.1B
$21.9M 0.14%
365,192
-6,350
-2% -$374K
ULTI
196
DELISTED
Ultimate Software Group Inc
ULTI
$21.8M 0.14%
147,789
-42,875
-22% -$5.95M
BFAM icon
197
Bright Horizons
BFAM
$4.01B
$21.3M 0.14%
594,090
-34,560
-5% -$1.24M
MCHP icon
198
Microchip Technology
MCHP
$43.8B
$21.3M 0.14%
1,056,610
-11,240
-1% -$223K
RHI icon
199
Robert Half
RHI
$3.96B
$20.7M 0.13%
531,190
-8,200
-2% -$302K
FFIV icon
200
F5
FFIV
$23.1B
$20.7M 0.13%
241,285
+119,105
+97% +$10.1M
6 7
8
9 10

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Westfield Capital Management's Q3 2013 Portfolio in Review

As of Q3 2013, Westfield Capital Management held 393 positions worth $15.6B, up 7.6% from $14.5B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Westfield Capital Management's Q3 2013 filing shows 35 new, 71 increased, 176 reduced and 47 closed positions. Its largest new stake was Amgen: 1,202,551 shares worth $135M. The largest sale was Coca-Cola, an estimated $117M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Westfield Capital Management's largest Q3 2013 buy was Amgen: 1,202,551 shares worth $135M.
  • Westfield Capital Management added most to VIROPHARMA INC in Q3 2013, an estimated $137M increase.
  • Westfield Capital Management's biggest Q3 2013 reduction was Coca-Cola, cutting an estimated $117M.
  • Westfield Capital Management fully exited Nike in Q3 2013, selling an estimated $108M.
  • Westfield Capital Management's ten largest holdings make up 16% of its $15.6B portfolio in Q3 2013.
  • Westfield Capital Management opened 35 new positions and closed 47 in Q3 2013.
  • Westfield Capital Management's portfolio value rose 7.6% quarter-over-quarter to $15.6B.

Based on Westfield Capital Management's 13F filing for Q3 2013, filed 12 Nov 2013.